We are live on ! Find out more
DOCU

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
FCBT
351
First Citizens Bank & Trust
North Carolina
$787K -$2K -29 -0.3%
BPMC
352
Buckland Partners Management Co
New York
$787K +$795K +11,500 New
JSSH
353
J. Safra Sarasin Holding
$780K +$64.9K +939 +9%
WWA
354
WCG Wealth Advisors
Nevada
$758K -$53K -767 -6%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$757K
MCM
356
MAI Capital Management
Ohio
$757K +$4.5K +65 +0.6%
EWA
357
EP Wealth Advisors
California
$734K +$743K +10,738 New
NA
358
NewEdge Advisors
Louisiana
$732K +$45.8K +662 +7%
CFG
359
Citizens Financial Group
Rhode Island
$715K -$33.5K -485 -4%
CAM
360
Concorde Asset Management
Michigan
$715K -$341K -4,926 -32%
KAS
361
Kestra Advisory Services
Texas
$714K +$30.9K +447 +4%
TMAM
362
Tokio Marine Asset Management
Japan
$707K +$146K +2,106 +26%
CB
363
Commerce Bank
Missouri
$702K -$2.35M -33,926 -77%
KPWS
364
Kestra Private Wealth Services
Texas
$694K +$59.4K +859 +9%
GAA
365
Green Alpha Advisors
Colorado
$679K +$31K +448 +5%
DT
366
Diversified Trust
Tennessee
$674K +$682K +9,857 New
DO
367
denkapparat Operations
Germany
$673K
Rafferty Asset Management
368
Rafferty Asset Management
New York
$670K -$418K -6,044 -38%
MG
369
Marex Group
$666K -$793K -11,467 -54%
HH
370
Hilltop Holdings
Texas
$665K -$505K -7,299 -43%
SA
371
Sanctuary Advisors
Indiana
$662K +$16K +231 +2%
FFA
372
Farther Finance Advisors
California
$662K +$53.1K +768 +9%
AF
373
Allworth Financial
California
$651K +$122K +1,763 +23%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$650K
RB
375
Rodgers Brothers
Pennsylvania
$648K -$79.5K -1,150 -11%