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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 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: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
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
STA
276
Summit Trail Advisors
New York
$1.63M
WWM
277
WT Wealth Management
Arizona
$1.61M
IC
278
IEQ Capital
California
$1.6M
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$1.59M
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.59M
BAM
281
Bullseye Asset Management
Colorado
$1.56M
SO
282
STRS Ohio
Ohio
$1.53M
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$1.53M
MA
284
Montag & Associates
Georgia
$1.52M
Rafferty Asset Management
285
Rafferty Asset Management
New York
$1.48M
TAF
286
Tredje AP-fonden
Sweden
$1.48M
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$1.44M
AAS
288
Avantax Advisory Services
Texas
$1.44M
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$1.43M
MFG
290
Merit Financial Group
Georgia
$1.42M
RCA
291
Resonant Capital Advisors
Wisconsin
$1.42M
YDMI
292
Y.D. More Investments
Israel
$1.42M
GAM
293
Generali Asset Management
Italy
$1.42M
Mariner
294
Mariner
Kansas
$1.38M
BOTPPF
295
Board of the Pension Protection Fund
United Kingdom
$1.38M
IMCOOI
296
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M
GKWIM
297
Gerber Kawasaki Wealth & Investment Management
California
$1.32M
SMH
298
Sanders Morris Harris
Texas
$1.32M
AWA
299
Arkadios Wealth Advisors
Georgia
$1.32M
MA
300
MONECO Advisors
Connecticut
$1.32M