DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RB
301
Rodgers Brothers
Pennsylvania
$707K
CM
302
CastleKnight Management
New York
$702K
SAM
303
Securian Asset Management
Minnesota
$700K
NC
304
nVerses Capital
Florida
$696K
IAS
305
IMA Advisory Services
Colorado
$674K
BIG
306
Brooklyn Investment Group
New York
$668K
IWC
307
Integrated Wealth Concepts
Massachusetts
$668K
P
308
&Partners
Tennessee
$662K
Lord, Abbett & Co
309
Lord, Abbett & Co
New Jersey
$657K
FC
310
Financial Consulate
Maryland
$653K
DT
311
Diversified Trust
Tennessee
$644K
KF
312
Krilogy Financial
Missouri
$635K
OC
313
Oppenheimer & Co
New York
$630K
SRC
314
Sage Rhino Capital
California
$629K
BAM
315
Belpointe Asset Management
Nevada
$628K
AF
316
Allworth Financial
California
$618K
CFG
317
Citizens Financial Group
Rhode Island
$603K
PIM
318
Plato Investment Management
Australia
$595K
WWA
319
WCG Wealth Advisors
Nevada
$594K
BAMF
320
BI Asset Management Fondsmaeglerselskab
Denmark
$591K
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$584K
KPWS
322
Kestra Private Wealth Services
Texas
$583K
VIP
323
Vista Investment Partners
Oklahoma
$578K
NW
324
NewEdge Wealth
Pennsylvania
$571K
AFAS
325
Acorn Financial Advisory Services
Virginia
$571K