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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$794K
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$794K
FAM
353
Formidable Asset Management
Ohio
$788K
AL
354
Aspiriant LLC
California
$788K
SCP
355
Sender Company & Partners
New York
$777K
GAA
356
Green Alpha Advisors
Colorado
$772K
DO
357
denkapparat Operations
Germany
$767K
GC
358
Grimes & Company
Massachusetts
$766K
WMA
359
Wealth Management Associates
New Jersey
$760K
SA
360
Sanctuary Advisors
Indiana
$756K
RL
361
Retireful LLC
Michigan
$750K
NW
362
NewEdge Wealth
Pennsylvania
$749K
LSV Asset Management
363
LSV Asset Management
Illinois
$740K
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$740K
MSRPS
365
Maryland State Retirement & Pension System
Maryland
$740K
M&T Bank
366
M&T Bank
New York
$738K
PS
367
Principal Securities
Iowa
$725K
ProShare Advisors
368
ProShare Advisors
Maryland
$724K
NA
369
NewEdge Advisors
Louisiana
$710K
JWCA
370
J.W. Cole Advisors
Florida
$710K
RWB
371
RMR Wealth Builders
New Jersey
$709K
BG
372
Bollard Group
Massachusetts
$705K
KAS
373
Kestra Advisory Services
Texas
$702K
SPIA
374
Steward Partners Investment Advisory
New York
$695K
CAM
375
Cresset Asset Management
Illinois
$690K