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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BMSSC
351
B. Metzler seel. Sohn & Co
Germany
$834K +$127K +1,564 +18%
AC
352
Allstate Corporation
Illinois
$825K +$345K +4,233 +72%
AL
353
Aspiriant LLC
California
$823K +$977 +12 +0.1%
WWA
354
WCG Wealth Advisors
Nevada
$816K +$816K +10,020 New
M&T Bank
355
M&T Bank
New York
$804K -$78.5K -964 -9%
DO
356
denkapparat Operations
Germany
$801K
WMA
357
Wealth Management Associates
New Jersey
$799K +$47.2K +580 +6%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$791K +$205K +2,517 +35%
GCA
359
Greenwood Capital Associates
South Carolina
$784K +$784K +9,635 New
AIA
360
Affinity Investment Advisors
California
$781K +$127K +1,556 +19%
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$773K
BOTPPF
362
Board of the Pension Protection Fund
United Kingdom
$773K +$773K +9,500 New
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$773K -$110K -1,350 -12%
SPIA
364
Steward Partners Investment Advisory
New York
$766K -$8.47K -104 -1%
CG
365
Caprock Group
Idaho
$764K +$276K +3,391 +57%
AWS
366
Atria Wealth Solutions
New York
$759K +$30K +369 +4%
PS
367
Principal Securities
Iowa
$756K
SS
368
SBI Securities
Japan
$750K -$47.6K -585 -6%
NA
369
NewEdge Advisors
Louisiana
$749K +$200K +2,457 +36%
CWM
370
CIBC World Markets
New York
$748K +$651 +8 +0.1%
RWB
371
RMR Wealth Builders
New Jersey
$741K
CAU
372
Caxton Associates (UK)
$738K +$738K +9,066 New
BG
373
Bollard Group
Massachusetts
$737K
OAM
374
Oppenheimer Asset Management
New York
$737K +$6.02K +74 +0.8%
Millennium Management
375
Millennium Management
New York
$732K -$7.26M -89,250 -91%