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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$2.01M -$249K -3,082 -11%
SCM
252
Sirios Capital Management
Massachusetts
$2M +$762K +9,415 +58%
SC
253
SummitTX Capital
Texas
$1.98M +$2.06M +25,475 New
HAM
254
Harmony Asset Management
Arizona
$1.95M +$2.02M +25,019 New
WTA
255
Washington Trust Advisors
Massachusetts
$1.93M +$631K +7,797 +46%
Prudential Financial
256
Prudential Financial
New Jersey
$1.91M +$384K +4,750 +24%
LFG
257
Larson Financial Group
Missouri
$1.89M -$71.6K -885 -4%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1.87M -$1.46K -18 -0.1%
BCI
259
Brinker Capital Investments
Pennsylvania
$1.86M +$650K +8,031 +51%
LCM
260
Landscape Capital Management
New Jersey
$1.83M -$1.25M -15,438 -40%
1832 Asset Management
261
1832 Asset Management
Ontario, Canada
$1.8M +$1.87M +23,100 New
Creative Planning
262
Creative Planning
Kansas
$1.78M -$431K -5,328 -19%
DWM
263
Dakota Wealth Management
Florida
$1.77M +$35.2K +435 +2%
SDIC
264
South Dakota Investment Council
South Dakota
$1.73M +$468K +5,781 +35%
PFU
265
Parus Finance (UK)
United Kingdom
$1.71M -$21K -260 -1%
TI
266
Tidal Investments
Wisconsin
$1.7M -$573K -7,088 -25%
EAM
267
Eventide Asset Management
Massachusetts
$1.7M +$228K +2,817 +15%
MCCP
268
Mission Creek Capital Partners
California
$1.68M -$36.9K -456 -2%
OHIS
269
Oak Harvest Investment Services
Texas
$1.67M -$210K -2,602 -11%
NYLIM
270
New York Life Investment Management
New York
$1.67M -$35.3K -436 -2%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$1.66M -$2.59K -32 -0.2%
MPPW
272
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M +$45K +556 +3%
OAM
273
OP Asset Management
$1.64M -$5.34K -66 -0.3%
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$1.64M +$8.98K +111 +0.5%
JSSH
275
J. Safra Sarasin Holding
$1.64M -$322K -3,986 -16%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.