We are live on ! Find out more
DOCU

DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
376
RMR Wealth Builders
New Jersey
$741K – – –
CAU
377
Caxton Associates (UK)
$738K +$794K +9,066 New
BG
378
Bollard Group
Massachusetts
$737K – – –
OAM
379
Oppenheimer Asset Management
New York
$737K +$6.48K +74 +0.8%
Millennium Management
380
Millennium Management
New York
$732K -$7.82M -89,250 -91%
ProShare Advisors
381
ProShare Advisors
Maryland
$728K -$79.3K -905 -9%
JWCA
382
J.W. Cole Advisors
Florida
$721K +$47.2K +539 +6%
HVCM
383
Hel Ved Capital Management
Hong Kong
$720K -$1.44M -16,430 -65%
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$714K +$40.1K +458 +6%
PIM
385
Plato Investment Management
Australia
$706K +$27.2K +311 +4%
SA
386
Sanctuary Advisors
Indiana
$706K -$66.5K -759 -8%
BCM
387
Beck Capital Management
Texas
$705K +$9.37K +107 +1%
KCM
388
Kornitzer Capital Management
Kansas
$703K -$58.2K -665 -7%
FFM
389
Forum Financial Management
Illinois
$701K +$613 +7 +0.1%
CM
390
Churchill Management
California
$699K -$71.7K -819 -9%
FP
391
Foundry Partners
Minnesota
$691K +$10.9K +125 +1%
BF
392
BOK Financial
Oklahoma
$690K -$216K -2,463 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
393
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$688K +$741K +8,458 New
SCM
394
Shelton Capital Management
Colorado
$686K +$74K +845 +11%
KAS
395
Kestra Advisory Services
Texas
$685K -$692K -7,897 -48%
PWA
396
Prairie Wealth Advisors
Nebraska
$681K -$2.63K -30 -0.4%
FIM
397
Freedom Investment Management
Connecticut
$668K +$452K +5,165 +170%
PL
398
Perpetual Ltd
Australia
$664K +$425K +4,856 +147%
GC
399
Garde Capital
Washington
$662K – – –
Nomura Holdings
400
Nomura Holdings
Japan
$660K -$1.65M -18,826 -70%
14 15
16
17 18

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.