DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
326
RWA Wealth Partners
Massachusetts
$902K
OC
327
Oppenheimer & Co
New York
$902K
GKWIM
328
Gerber Kawasaki Wealth & Investment Management
California
$890K
AFAS
329
Acorn Financial Advisory Services
Virginia
$889K
OBAM
330
ODDO BHF Asset Management
France
$885K
AAM
331
Azzad Asset Management
Virginia
$883K
HIM
332
Hillsdale Investment Management
Ontario, Canada
$882K
FAMI
333
Fideuram Asset Management (Ireland)
$878K
BAAM
334
Baker Avenue Asset Management
California
$877K
KCP
335
Kera Capital Partners
California
$870K
VIS
336
Vega Investment Solutions
France
$866K
KRS
337
Kentucky Retirement Systems
Kentucky
$863K
PIM
338
Plato Investment Management
Australia
$862K
TAM
339
Titleist Asset Management
Texas
$857K
IA
340
Inspire Advisors
Idaho
$849K
SSA
341
Schonfeld Strategic Advisors
New York
$839K
LAM
342
LECAP Asset Management
United Kingdom
$833K
CA
343
CSM Advisors
Pennsylvania
$832K
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$813K
QCM
345
QRG Capital Management
Illinois
$813K
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$810K
QT
347
Quantbot Technologies
New York
$804K
PS
348
Principal Securities
Iowa
$800K
PA
349
Profund Advisors
Maryland
$796K
FCBT
350
First Citizens Bank & Trust
North Carolina
$787K