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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
RCA
301
Resonant Capital Advisors
Wisconsin
$1.29M
AF
302
Avanza Fonder
Sweden
$1.29M
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$1.28M
AWA
304
Arkadios Wealth Advisors
Georgia
$1.27M
Jones Financial Companies
305
Jones Financial Companies
Missouri
$1.26M
LAM
306
Lifestyle Asset Management
Texas
$1.26M
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$1.26M
SMH
308
Sanders Morris Harris
Texas
$1.25M
HH
309
Hilltop Holdings
Texas
$1.23M
QT
310
Quantbot Technologies
New York
$1.23M
SRC
311
Sage Rhino Capital
California
$1.21M
LAM
312
LECAP Asset Management
United Kingdom
$1.18M
MA
313
MONECO Advisors
Connecticut
$1.17M
SC
314
Savant Capital
Illinois
$1.15M
Rafferty Asset Management
315
Rafferty Asset Management
New York
$1.14M
RWP
316
RWA Wealth Partners
Massachusetts
$1.13M
FC
317
Financial Consulate
Maryland
$1.13M
MFG
318
Merit Financial Group
Georgia
$1.12M
BBA
319
Baader Bank Aktiengesellschaft
Germany
$1.1M
Focus Partners Wealth
320
Focus Partners Wealth
Massachusetts
$1.1M
PAS
321
Park Avenue Securities
New York
$1.09M
SAM
322
Securian Asset Management
Minnesota
$1.09M
ANTB
323
AMG National Trust Bank
Colorado
$1.09M
GKWIM
324
Gerber Kawasaki Wealth & Investment Management
California
$1.08M
FRM
325
Fox Run Management
Connecticut
$1.08M