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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
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
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
326
Titleist Asset Management
Texas
$994K – – –
PA
327
Profund Advisors
Maryland
$986K -$316K -4,053 -24%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$971K +$72.5K +931 +8%
AF
329
Avanza Fonder
Sweden
$969K +$969K +12,437 New
CGH
330
Crossmark Global Holdings
Texas
$967K +$70.3K +903 +8%
QCG
331
Quadrant Capital Group
Ohio
$965K +$512K +6,578 +113%
MME
332
Meag Munich Ergo
Germany
$961K -$1.14M -14,618 -54%
GCA
333
Greenwood Capital Associates
South Carolina
$913K +$162K +2,084 +22%
OBAM
334
ODDO BHF Asset Management
France
$904K -$63.8K -819 -7%
GC
335
Guggenheim Capital
Illinois
$899K +$56.8K +729 +7%
MWM
336
Moran Wealth Management
Florida
$890K -$188K -2,410 -17%
KAM
337
Kazazian Asset Management
Florida
$888K -$1.62M -20,751 -65%
GIBU
338
Gulf International Bank (UK)
United Kingdom
$881K – – –
MCM
339
MAI Capital Management
Ohio
$878K +$12.9K +165 +1%
I
340
InceptionR
California
$851K +$271K +3,479 +47%
SS
341
SBI Securities
Japan
$849K +$131K +1,683 +18%
HW
342
Hancock Whitney
Mississippi
$843K +$322K +4,128 +62%
RB
343
Rodgers Brothers
Pennsylvania
$837K +$227K +2,910 +37%
PL
344
Perpetual Ltd
Australia
$828K +$193K +2,481 +30%
M1FG
345
Mach-1 Financial Group
Arkansas
$818K -$253K -3,254 -24%
WWA
346
WCG Wealth Advisors
Nevada
$806K +$25.5K +327 +3%
KPWS
347
Kestra Private Wealth Services
Texas
$794K -$179K -2,304 -18%
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$794K +$37.2K +478 +5%
FAM
349
Formidable Asset Management
Ohio
$788K +$411K +5,169 +109%
AL
350
Aspiriant LLC
California
$788K +$234 +3 +0%
12 13
14
15 16