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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
KIM
326
Kestra Investment Management
Texas
$1.06M
VEA
327
Virtus ETF Advisers
New York
$1.05M
IAS
328
IMA Advisory Services
Colorado
$1.05M
CAM
329
Concorde Asset Management
Michigan
$1.05M
Grantham, Mayo, Van Otterloo & Co (GMO)
330
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.04M
CAM
331
Cresset Asset Management
Illinois
$1.04M
CG
332
Caprock Group
Idaho
$1.03M
GC
333
Guggenheim Capital
Illinois
$1.03M
Janus Henderson Group
334
Janus Henderson Group
United Kingdom
$1.02M
LTAS
335
Linden Thomas Advisory Services
North Carolina
$1.02M
OC
336
Oppenheimer & Co
New York
$1.02M
SPA
337
Sherbrooke Park Advisers
New York
$1.02M
AWA
338
Aaron Wealth Advisors
Illinois
$1.02M
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$984K
AFAS
340
Acorn Financial Advisory Services
Virginia
$953K
LAM
341
L2 Asset Management
Massachusetts
$943K
AAP
342
Ardsley Advisory Partners
Connecticut
$937K
DILIC
343
Dai-ichi Life Insurance Company
Japan
$924K
PIM
344
Plato Investment Management
Australia
$918K
TAM
345
Titleist Asset Management
Texas
$916K
DC
346
Davenport & Co
Virginia
$913K
KRS
347
Kentucky Retirement Systems
Kentucky
$909K
Natixis Advisors
348
Natixis Advisors
Massachusetts
$905K
PA
349
Profund Advisors
Maryland
$905K
TRCT
350
Tower Research Capital (TRC)
New York
$900K