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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
STA
276
Summit Trail Advisors
New York
$1.63M +$1.69M +20,922 New
WWM
277
WT Wealth Management
Arizona
$1.61M +$1.68M +20,734 New
IC
278
IEQ Capital
California
$1.6M +$362K +4,477 +28%
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$1.59M +$330K +4,083 +25%
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.59M +$1.37M +16,960 +491%
LSA
281
Leonteq Securities AG
Switzerland
$1.58M +$1.47M +18,206 +864%
BAM
282
Bullseye Asset Management
Colorado
$1.56M +$1.62M +20,000 New
SO
283
STRS Ohio
Ohio
$1.53M +$515K +6,370 +48%
Los Angeles Capital Management
284
Los Angeles Capital Management
California
$1.53M -$5.54M -68,525 -78%
MA
285
Montag & Associates
Georgia
$1.52M +$1.56M +19,316 +10,498%
Rafferty Asset Management
286
Rafferty Asset Management
New York
$1.48M -$41.2K -509 -3%
TAF
287
Tredje AP-fonden
Sweden
$1.48M +$135K +1,670 +10%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$1.44M +$126K +1,562 +9%
AAS
289
Avantax Advisory Services
Texas
$1.44M +$55.7K +688 +4%
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$1.43M -$49.7K -614 -3%
MFG
291
Merit Financial Group
Georgia
$1.42M -$5.5K -68 -0.4%
RCA
292
Resonant Capital Advisors
Wisconsin
$1.42M +$36.2K +448 +3%
YDMI
293
Y.D. More Investments
Israel
$1.42M +$137K +1,691 +10%
GAM
294
Generali Asset Management
Italy
$1.42M -$478K -5,914 -25%
Mariner
295
Mariner
Kansas
$1.38M -$967K -11,958 -40%
BOTPPF
296
Board of the Pension Protection Fund
United Kingdom
$1.38M +$663K +8,200 +86%
IMCOOI
297
Investment Management Corp of Ontario (IMCO)
Canada
$1.36M +$109K +1,352 +8%
GKWIM
298
Gerber Kawasaki Wealth & Investment Management
California
$1.32M -$935K -11,553 -40%
SMH
299
Sanders Morris Harris
Texas
$1.32M +$1.14M +14,150 +496%
AWA
300
Arkadios Wealth Advisors
Georgia
$1.32M +$1.37M +16,945 New

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.