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DocuSign

788 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.97% less ownership

Funds ownership: 86.77%83.79% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
788
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$1.28M
AWA
302
Arkadios Wealth Advisors
Georgia
$1.27M
Jones Financial Companies
303
Jones Financial Companies
Missouri
$1.26M
LAM
304
Lifestyle Asset Management
Texas
$1.26M
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$1.26M
SMH
306
Sanders Morris Harris
Texas
$1.25M
HH
307
Hilltop Holdings
Texas
$1.23M
QT
308
Quantbot Technologies
New York
$1.23M
SRC
309
Sage Rhino Capital
California
$1.21M
LAM
310
LECAP Asset Management
United Kingdom
$1.18M
MA
311
MONECO Advisors
Connecticut
$1.17M
SC
312
Savant Capital
Illinois
$1.15M
Rafferty Asset Management
313
Rafferty Asset Management
New York
$1.14M
RWP
314
RWA Wealth Partners
Massachusetts
$1.13M
FC
315
Financial Consulate
Maryland
$1.13M
MFG
316
Merit Financial Group
Georgia
$1.12M
BBA
317
Baader Bank Aktiengesellschaft
Germany
$1.1M
Focus Partners Wealth
318
Focus Partners Wealth
Massachusetts
$1.1M
PAS
319
Park Avenue Securities
New York
$1.09M
SAM
320
Securian Asset Management
Minnesota
$1.09M
ANTB
321
AMG National Trust Bank
Colorado
$1.09M
GKWIM
322
Gerber Kawasaki Wealth & Investment Management
California
$1.08M
FRM
323
Fox Run Management
Connecticut
$1.08M
KIM
324
Kestra Investment Management
Texas
$1.06M
VEA
325
Virtus ETF Advisers
New York
$1.05M