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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
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
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
376
Oppenheimer Asset Management
New York
$668K -$36.5K -468 -5%
FIM
377
Freedom Investment Management
Connecticut
$668K +$29.1K +373 +5%
KCM
378
Kornitzer Capital Management
Kansas
$668K -$4.67K -60 -0.7%
SOW
379
State of Wyoming
Wyoming
$667K +$136K +1,745 +26%
PIM
380
Plato Investment Management
Australia
$666K +$466 +6 +0.1%
PWA
381
Prairie Wealth Advisors
Nebraska
$665K +$12.9K +165 +2%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$663K +$341K +4,378 +106%
BF
383
BOK Financial
Oklahoma
$660K -$156 -2 -0%
AI
384
Atria Investments
North Carolina
$659K +$35K +449 +6%
AI
385
Atom Investors
Texas
$658K +$658K +8,444 New
CWM
386
CIBC World Markets
New York
$657K -$59.3K -761 -8%
FFM
387
Forum Financial Management
Illinois
$656K -$14.4K -185 -2%
SCM
388
Shelton Capital Management
Colorado
$652K -$5.22K -67 -0.8%
VI
389
Vestcor Inc
New Brunswick, Canada
$649K -$472K -6,064 -42%
GWMR
390
GC Wealth Management RIA
Massachusetts
$647K +$647K +8,305 New
FFA
391
Farther Finance Advisors
California
$630K +$254K +3,262 +68%
BCM
392
Beck Capital Management
Texas
$622K -$52.5K -674 -8%
IGAM
393
iA Global Asset Management
Quebec, Canada
$613K +$12.5K +160 +2%
TMAM
394
Tokio Marine Asset Management
Japan
$610K +$25.4K +326 +4%
LBC
395
Leigh Baldwin & Co
New York
$606K +$606K +5,196 New
GC
396
Garde Capital
Washington
$605K -$28.5K -366 -4%
SF
397
Summit Financial
New Jersey
$600K +$600K +7,704 New
AF
398
Allworth Financial
California
$600K +$534K +6,854 +807%
SFI
399
Susquehanna Fundamental Investments
Pennsylvania
$596K -$1.48M -19,025 -71%
GC
400
Gilbert & Cook
Iowa
$596K +$13.3K +171 +2%
14 15
16
17 18