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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
351
Mach-1 Financial Group
Arkansas
$818K -$263K -3,254 -24%
WWA
352
WCG Wealth Advisors
Nevada
$806K +$26.5K +327 +3%
KPWS
353
Kestra Private Wealth Services
Texas
$794K -$186K -2,304 -18%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$794K +$38.7K +478 +5%
FAM
355
Formidable Asset Management
Ohio
$788K +$418K +5,169 +109%
AL
356
Aspiriant LLC
California
$788K +$243 +3 +0%
SCP
357
Sender Company & Partners
New York
$777K +$807K +9,981 New
GAA
358
Green Alpha Advisors
Colorado
$772K -$48K -593 -6%
DO
359
denkapparat Operations
Germany
$767K
GC
360
Grimes & Company
Massachusetts
$766K -$92.5K -1,144 -10%
WMA
361
Wealth Management Associates
New Jersey
$760K -$4.45K -55 -0.6%
SA
362
Sanctuary Advisors
Indiana
$756K +$83.6K +1,033 +12%
RL
363
Retireful LLC
Michigan
$750K -$314K -3,886 -29%
NW
364
NewEdge Wealth
Pennsylvania
$749K +$26K +322 +3%
LSV Asset Management
365
LSV Asset Management
Illinois
$740K -$24.2M -299,067 -97%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$740K
MSRPS
367
Maryland State Retirement & Pension System
Maryland
$740K
M&T Bank
368
M&T Bank
New York
$738K -$32.2K -398 -4%
PS
369
Principal Securities
Iowa
$725K +$73K +903 +11%
ProShare Advisors
370
ProShare Advisors
Maryland
$724K +$28.5K +352 +4%
NA
371
NewEdge Advisors
Louisiana
$710K -$6.71K -83 -0.9%
JWCA
372
J.W. Cole Advisors
Florida
$710K +$20.5K +254 +3%
RWB
373
RMR Wealth Builders
New Jersey
$709K
BG
374
Bollard Group
Massachusetts
$705K
KAS
375
Kestra Advisory Services
Texas
$702K +$48.5K +600 +7%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.