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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
251
Harmony Asset Management
Arizona
$1.95M +$1.95M +25,019 New
WTA
252
Washington Trust Advisors
Massachusetts
$1.93M +$607K +7,797 +46%
Prudential Financial
253
Prudential Financial
New Jersey
$1.91M +$374K +4,750 +24%
LFG
254
Larson Financial Group
Missouri
$1.89M -$68.9K -885 -4%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$1.87M -$1.4K -18 -0.1%
BCI
256
Brinker Capital Investments
Pennsylvania
$1.86M +$626K +8,031 +51%
LCM
257
Landscape Capital Management
New Jersey
$1.83M -$1.2M -15,438 -40%
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$1.8M +$1.8M +23,100 New
Creative Planning
259
Creative Planning
Kansas
$1.78M -$415K -5,328 -19%
DWM
260
Dakota Wealth Management
Florida
$1.77M +$33.9K +435 +2%
SDIC
261
South Dakota Investment Council
South Dakota
$1.73M +$450K +5,781 +35%
PFU
262
Parus Finance (UK)
United Kingdom
$1.71M -$20.3K -260 -1%
TI
263
Tidal Investments
Wisconsin
$1.7M -$552K -7,088 -25%
EAM
264
Eventide Asset Management
Massachusetts
$1.7M +$218K +2,817 +15%
MCCP
265
Mission Creek Capital Partners
California
$1.68M -$35.5K -456 -2%
OHIS
266
Oak Harvest Investment Services
Texas
$1.67M -$203K -2,602 -11%
SC
267
Savant Capital
Illinois
$1.67M -$1.8M -23,122 -52%
NYLIM
268
New York Life Investment Management
New York
$1.67M -$34K -436 -2%
Public Employees Retirement Association of Colorado
269
Public Employees Retirement Association of Colorado
Colorado
$1.66M -$2.49K -32 -0.2%
MPPW
270
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M +$43.3K +556 +3%
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$1.64M +$8.64K +111 +0.5%
JSSH
272
J. Safra Sarasin Holding
$1.64M -$310K -3,986 -16%
STA
273
Summit Trail Advisors
New York
$1.63M +$1.63M +20,922 New
IC
274
IEQ Capital
California
$1.6M +$349K +4,477 +28%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$1.59M +$318K +4,083 +25%
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