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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
I
301
InceptionR
California
$1.16M -$183K -2,641 -14%
SRC
302
Sage Rhino Capital
California
$1.15M +$2.63K +38 +0.2%
IC
303
Inscription Capital
Texas
$1.14M +$624K +9,020 +117%
P
304
&Partners
Tennessee
$1.14M -$640K -9,259 -35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
305
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M +$1.11M +16,104 New
BCI
306
Brinker Capital Investments
Pennsylvania
$1.09M -$248K -3,590 -18%
VEA
307
Virtus ETF Advisers
New York
$1.09M +$87.9K +1,271 +9%
VI
308
Vestcor Inc
New Brunswick, Canada
$1.08M +$240K +3,465 +28%
AWA
309
Aaron Wealth Advisors
Illinois
$1.08M +$118K +1,704 +12%
AC
310
Allstate Corporation
Illinois
$1.08M +$556K +8,043 +105%
AWA
311
Arkadios Wealth Advisors
Georgia
$1.07M -$131K -1,894 -11%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$1.07M +$214K +3,093 +25%
ANTB
313
AMG National Trust Bank
Colorado
$1.03M +$830 +12 +0.1%
CM
314
CastleKnight Management
New York
$1.01M -$1.02M -14,700 -50%
PAS
315
Park Avenue Securities
New York
$1.01M -$24.5K -354 -2%
AAIS
316
ABN AMRO Investment Solutions
$1.01M +$1.02M +14,787 New
KIM
317
Kestra Investment Management
Texas
$1.01M +$3.73K +54 +0.4%
SAM
318
Securian Asset Management
Minnesota
$1M -$33K -477 -3%
IAS
319
IMA Advisory Services
Colorado
$988K -$11.5K -166 -1%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$972K -$1.08M -15,577 -52%
SOW
321
State of Wyoming
Wyoming
$968K +$292K +4,223 +43%
FC
322
Financial Consulate
Maryland
$963K -$109K -1,581 -10%
LTAS
323
Linden Thomas Advisory Services
North Carolina
$934K -$37.1K -537 -4%
IMCOOI
324
Investment Management Corp of Ontario (IMCO)
Canada
$931K +$287K +4,147 +44%
LAM
325
L2 Asset Management
Massachusetts
$930K +$35.5K +514 +4%