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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$2.02M -$258K -2,946 -11%
WHG
252
Westwood Holdings Group
Texas
$1.98M +$128K +1,456 +6%
GAM
253
Generali Asset Management
Italy
$1.96M +$38.1K +435 +2%
OHIS
254
Oak Harvest Investment Services
Texas
$1.96M +$465K +5,306 +28%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$1.96M -$67.4K -770 -3%
HIS
256
Horizon Investment Services
Indiana
$1.96M +$1.64M +18,701 +351%
MWM
257
MFG Wealth Management
Indiana
$1.93M -$644K -7,348 -24%
SOADOR
258
State of Alaska Department of Revenue
Alaska
$1.93M +$46.4K +530 +2%
VPIM
259
Vanguard Personalized Indexing Management
California
$1.92M +$310K +3,540 +18%
ANTB
260
AMG National Trust Bank
Colorado
$1.9M -$5.43K -62 -0.3%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$1.89M -$200K -2,279 -9%
Walleye Trading
262
Walleye Trading
New York
$1.85M +$1.99M +22,717 New
Corient Private Wealth
263
Corient Private Wealth
Florida
$1.84M -$248K -2,836 -11%
DWM
264
Dakota Wealth Management
Florida
$1.82M -$5.34K -61 -0.3%
PFU
265
Parus Finance (UK)
United Kingdom
$1.81M +$132K +1,510 +7%
MCCP
266
Mission Creek Capital Partners
California
$1.79M -$15.3K -175 -0.8%
FCH
267
Freestone Capital Holdings
Washington
$1.79M -$15.2K -174 -0.8%
NYLIM
268
New York Life Investment Management
New York
$1.78M -$10.6K -121 -0.6%
SGA
269
Strategic Global Advisors
California
$1.77M -$69.8K -797 -4%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.74M
OAM
271
OP Asset Management
$1.72M +$1.85M +21,166 New
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$1.71M +$148K +1,693 +9%
MPPW
273
Mitchell & Pahl Private Wealth
Oklahoma
$1.69M -$20.8K -238 -1%
AC
274
AXQ Capital
New Jersey
$1.66M +$1.79M +20,449 New
Jane Street
275
Jane Street
New York
$1.64M +$1.09M +12,498 +163%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.