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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
326
Fieldview Capital Management
Michigan
$913K +$923K +13,352 New
RWP
327
RWA Wealth Partners
Massachusetts
$902K -$176K -2,542 -16%
OC
328
Oppenheimer & Co
New York
$902K -$69.2K -1,000 -7%
GKWIM
329
Gerber Kawasaki Wealth & Investment Management
California
$890K -$138K -1,994 -13%
AFAS
330
Acorn Financial Advisory Services
Virginia
$889K -$15.4K -222 -2%
OBAM
331
ODDO BHF Asset Management
France
$885K +$200K +2,893 +29%
AAM
332
Azzad Asset Management
Virginia
$883K +$293K +4,242 +49%
HIM
333
Hillsdale Investment Management
Ontario, Canada
$882K +$892K +12,900 New
FAMI
334
Fideuram Asset Management (Ireland)
$878K +$730K +10,557 New
BAAM
335
Baker Avenue Asset Management
California
$877K -$778K -11,248 -47%
KCP
336
Kera Capital Partners
California
$870K +$889K +12,859 +348%
VIS
337
Vega Investment Solutions
France
$866K +$876K +12,666 New
KRS
338
Kentucky Retirement Systems
Kentucky
$863K
PIM
339
Plato Investment Management
Australia
$862K -$20.6K -298 -2%
TAM
340
Titleist Asset Management
Texas
$857K -$12.2K -176 -1%
IA
341
Inspire Advisors
Idaho
$849K -$486K -7,024 -36%
SSA
342
Schonfeld Strategic Advisors
New York
$839K -$515K -7,453 -38%
LAM
343
LECAP Asset Management
United Kingdom
$833K -$286K -4,129 -25%
CA
344
CSM Advisors
Pennsylvania
$832K +$126K +1,820 +18%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$813K -$22.4K -324 -3%
QCM
346
QRG Capital Management
Illinois
$813K -$1.29M -18,688 -61%
Envestnet Portfolio Solutions
347
Envestnet Portfolio Solutions
Illinois
$810K -$125K -1,811 -13%
QT
348
Quantbot Technologies
New York
$804K -$365K -5,271 -31%
PS
349
Principal Securities
Iowa
$800K +$63.1K +912 +8%
PA
350
Profund Advisors
Maryland
$796K -$62.9K -909 -7%