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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
GAA
351
Green Alpha Advisors
Colorado
$855K -$8.23K -94 -0.9%
JSL
352
JT Stratford LLC
Georgia
$847K +$911K +10,400 New
CAM
353
Cresset Asset Management
Illinois
$840K -$105K -1,198 -10%
NW
354
NewEdge Wealth
Pennsylvania
$839K -$50.3K -574 -5%
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$834K +$137K +1,564 +18%
AC
356
Allstate Corporation
Illinois
$825K +$371K +4,233 +72%
AL
357
Aspiriant LLC
California
$823K +$1.05K +12 +0.1%
WWA
358
WCG Wealth Advisors
Nevada
$816K +$878K +10,020 New
M&T Bank
359
M&T Bank
New York
$804K -$84.4K -964 -9%
DO
360
denkapparat Operations
Germany
$801K – – –
MG
361
Marex Group
$799K +$488K +5,568 +131%
WMA
362
Wealth Management Associates
New Jersey
$799K +$50.8K +580 +6%
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$791K +$220K +2,517 +35%
GCA
364
Greenwood Capital Associates
South Carolina
$784K +$844K +9,635 New
AIA
365
Affinity Investment Advisors
California
$781K +$136K +1,556 +19%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$773K – – –
BOTPPF
367
Board of the Pension Protection Fund
United Kingdom
$773K +$832K +9,500 New
MSRPS
368
Maryland State Retirement & Pension System
Maryland
$773K -$118K -1,350 -12%
SPIA
369
Steward Partners Investment Advisory
New York
$766K -$9.11K -104 -1%
CG
370
Caprock Group
Idaho
$764K +$297K +3,391 +57%
AWS
371
Atria Wealth Solutions
New York
$759K +$32.3K +369 +4%
PS
372
Principal Securities
Iowa
$756K – – –
SS
373
SBI Securities
Japan
$750K -$51.2K -585 -6%
NA
374
NewEdge Advisors
Louisiana
$749K +$215K +2,457 +36%
CWM
375
CIBC World Markets
New York
$748K +$701 +8 +0.1%
13 14
15
16 17

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.