DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
351
WCG Wealth Advisors
Nevada
$758K
GIBU
352
Gulf International Bank (UK)
United Kingdom
$757K
MCM
353
MAI Capital Management
Ohio
$757K
EWA
354
EP Wealth Advisors
California
$734K
NA
355
NewEdge Advisors
Louisiana
$732K
CFG
356
Citizens Financial Group
Rhode Island
$715K
CAM
357
Concorde Asset Management
Michigan
$715K
KAS
358
Kestra Advisory Services
Texas
$714K
TMAM
359
Tokio Marine Asset Management
Japan
$707K
CB
360
Commerce Bank
Missouri
$702K
KPWS
361
Kestra Private Wealth Services
Texas
$694K
GAA
362
Green Alpha Advisors
Colorado
$679K
DT
363
Diversified Trust
Tennessee
$674K
DO
364
denkapparat Operations
Germany
$673K
Rafferty Asset Management
365
Rafferty Asset Management
New York
$670K
MG
366
Marex Group
$666K
HH
367
Hilltop Holdings
Texas
$665K
SA
368
Sanctuary Advisors
Indiana
$662K
FFA
369
Farther Finance Advisors
California
$662K
AF
370
Allworth Financial
California
$651K
MSRPS
371
Maryland State Retirement & Pension System
Maryland
$650K
RB
372
Rodgers Brothers
Pennsylvania
$648K
HW
373
Hancock Whitney
Mississippi
$645K
Verition Fund Management
374
Verition Fund Management
Connecticut
$629K
RWB
375
RMR Wealth Builders
New Jersey
$625K