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Doximity

419 hedge funds and large institutions have $2.95B invested in Doximity in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 121 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 121

12% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $22.7M

5.65% more ownership

Funds ownership: 88.64%94.28% (+5.6%)

11% less funds holding

Funds holding: 470419 (-51)

34% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 122

45% less capital invested

Capital invested by funds: $5.39B → $2.95B (-$2.44B)

Holders
419
Holders Change
-51
Holders Change %
-10.85%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
80
Increased
167
Reduced
121
Closed
122
Calls
$25.4M
Puts
$22.7M
Net Calls
+$2.8M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
326
Cullen/Frost Bankers
Texas
$11.7K
CFFP
327
Center for Financial Planning
Michigan
$11.2K +$15K +480 New
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$11K +$5.7K +183 +63%
PIM
329
Plato Investment Management
Australia
$10.7K
SL
330
Salomon & Ludwin
Virginia
$10.1K +$13.8K +444 New
YDMI
331
Y.D. More Investments
Israel
$9.32K
EI
332
EFG International
$8.57K -$3.34M -107,157 -100%
SWM
333
Spire Wealth Management
Virginia
$8.37K +$62 +2 +0.6%
TWD
334
True Wealth Design
Ohio
$7.48K +$10K +321 New
RFP
335
Root Financial Partners
California
$7.15K -$2.24K -72 -19%
VWA
336
VSM Wealth Advisory
Maryland
$6.99K -$6.23K -200 -40%
HI
337
Harbour Investments
Wisconsin
$6.99K -$4.39K -141 -32%
BTD
338
BankPlus Trust Department
Mississippi
$6.24K
SAM
339
Smartleaf Asset Management
Massachusetts
$6.19K -$9.44K -303 -54%
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$6.08K
Bessemer Group
341
Bessemer Group
New Jersey
$6K -$45.4K -1,456 -85%
AUB
342
Atlantic Union Bankshares
Virginia
$5.83K -$11.4K -366 -59%
KG
343
Kilter Group
New York
$5.83K +$6.14K +197 +372%
JWM
344
JPL Wealth Management
Colorado
$5.83K +$7.79K +250 New
RIL
345
Rothschild Investment LLC
Illinois
$5.59K +$6.95K +223 +1,312%
PWMG
346
Private Wealth Management Group
New Jersey
$5.59K +$7.48K +240 New
QC
347
Quent Capital
New York
$5.5K +$6.42K +206 +687%
OCWP
348
Owl Creek Wealth Partners
Colorado
$5.36K +$7.17K +230 New
MWA
349
Medallion Wealth Advisors
Connecticut
$5.24K -$5.42K -174 -44%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$4.96K -$18.2K -583 -73%

DOCS Hedge Fund Activity: Q1 2026 in Review

419 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Doximity (DOCS) for Q1 2026, worth a combined $2.95B — down 45% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of DOCS and 80 opened new positions — a net loss of 42 holders — while 121 trimmed existing stakes and 167 added.

The largest buyer was Wellington Management Group, adding an estimated $77.7M. The largest seller was Capital World Investors, cutting an estimated $100M.

  • 419 institutional investors held Doximity (DOCS) as of Q1 2026, down from 470 in Q4 2025.
  • Funds reported $2.95B of Doximity stock for Q1 2026, down 45% quarter-over-quarter.
  • 80 funds opened new Doximity positions in Q1 2026 and 122 closed out, a net change of -42 holders.
  • The largest Doximity buyer in Q1 2026 was Wellington Management Group, an estimated $77.7M added.
  • The largest Doximity seller in Q1 2026 was Capital World Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2026.