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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
326
Clough Capital Partners
Massachusetts
$1.11M +$1.2M +13,688 New
KRS
327
Kentucky Retirement Systems
Kentucky
$1.11M +$1.2M +13,684 New
USAA
328
United Services Automobile Association
Texas
$1.1M – – –
LBWM
329
Left Brain Wealth Management
Illinois
$1.09M -$367K -4,195 -24%
SO
330
STRS Ohio
Ohio
$1.08M -$24.4K -278 -2%
RPI
331
Railway Pension Investments
United Kingdom
$1.07M +$1.15M +13,103 New
DC
332
Davenport & Co
Virginia
$1.05M +$1.31K +15 +0.1%
TAM
333
Titleist Asset Management
Texas
$1.04M -$3.94K -45 -0.4%
CCA
334
Carrera Capital Advisors
Michigan
$1.02M +$32.1K +366 +3%
KPWS
335
Kestra Private Wealth Services
Texas
$1.02M +$775K +8,847 +242%
IAS
336
IMA Advisory Services
Colorado
$1.02M -$128K -1,459 -10%
OBAM
337
ODDO BHF Asset Management
France
$1.01M +$1.09M +12,425 New
Baird Financial Group
338
Baird Financial Group
Wisconsin
$984K -$121K -1,376 -10%
OC
339
Oppenheimer & Co
New York
$984K -$40.7K -465 -4%
LAM
340
Lifestyle Asset Management
Texas
$980K -$11.8K -135 -1%
PAS
341
Park Avenue Securities
New York
$976K +$125K +1,428 +14%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$939K -$98K -1,119 -9%
CGH
343
Crossmark Global Holdings
Texas
$937K +$45K +514 +5%
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$923K -$43.1K -492 -4%
GIBU
345
Gulf International Bank (UK)
United Kingdom
$921K -$396K -4,516 -29%
MCM
346
MAI Capital Management
Ohio
$905K +$263 +3 +0%
Focus Partners Wealth
347
Focus Partners Wealth
Massachusetts
$895K -$5.43K -62 -0.6%
GC
348
Grimes & Company
Massachusetts
$893K -$21.3M -243,644 -96%
GC
349
Guggenheim Capital
Illinois
$880K -$88.6K -1,012 -9%
EP
350
Edgestream Partners
New Jersey
$871K -$1.95M -22,276 -68%
12 13
14
15 16

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.