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DocuSign

769 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, 280 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 797769 (-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
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
SummitTX Capital
Texas
$1.98M
HAM
252
Harmony Asset Management
Arizona
$1.95M
WTA
253
Washington Trust Advisors
Massachusetts
$1.93M
Prudential Financial
254
Prudential Financial
New Jersey
$1.91M
LFG
255
Larson Financial Group
Missouri
$1.89M
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$1.87M
BCI
257
Brinker Capital Investments
Pennsylvania
$1.86M
LCM
258
Landscape Capital Management
New Jersey
$1.83M
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$1.8M
Creative Planning
260
Creative Planning
Kansas
$1.78M
DWM
261
Dakota Wealth Management
Florida
$1.77M
SDIC
262
South Dakota Investment Council
South Dakota
$1.73M
PFU
263
Parus Finance (UK)
United Kingdom
$1.71M
TI
264
Tidal Investments
Wisconsin
$1.7M
EAM
265
Eventide Asset Management
Massachusetts
$1.7M
MCCP
266
Mission Creek Capital Partners
California
$1.68M
OHIS
267
Oak Harvest Investment Services
Texas
$1.67M
SC
268
Savant Capital
Illinois
$1.67M
NYLIM
269
New York Life Investment Management
New York
$1.67M
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.66M
MPPW
271
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$1.64M
JSSH
273
J. Safra Sarasin Holding
$1.64M
STA
274
Summit Trail Advisors
New York
$1.63M
WWM
275
WT Wealth Management
Arizona
$1.61M