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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
FF
376
Fluent Financial
Texas
$689K
CIBC Asset Management
377
CIBC Asset Management
Ontario, Canada
$688K
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$682K
CA
379
CSM Advisors
Pennsylvania
$679K
IWC
380
Integrated Wealth Concepts
Massachusetts
$670K
OAM
381
Oppenheimer Asset Management
New York
$668K
FIM
382
Freedom Investment Management
Connecticut
$668K
KCM
383
Kornitzer Capital Management
Kansas
$668K
SOW
384
State of Wyoming
Wyoming
$667K
PIM
385
Plato Investment Management
Australia
$666K
PWA
386
Prairie Wealth Advisors
Nebraska
$665K
Envestnet Portfolio Solutions
387
Envestnet Portfolio Solutions
Illinois
$663K
BF
388
BOK Financial
Oklahoma
$660K
AI
389
Atria Investments
North Carolina
$659K
AI
390
Atom Investors
Texas
$658K
CWM
391
CIBC World Markets
New York
$657K
FFM
392
Forum Financial Management
Illinois
$656K
SCM
393
Shelton Capital Management
Colorado
$652K
VI
394
Vestcor Inc
New Brunswick, Canada
$649K
GWMR
395
GC Wealth Management RIA
Massachusetts
$647K
FFA
396
Farther Finance Advisors
California
$630K
BCM
397
Beck Capital Management
Texas
$622K
IGAM
398
iA Global Asset Management
Quebec, Canada
$613K
TMAM
399
Tokio Marine Asset Management
Japan
$610K
LBC
400
Leigh Baldwin & Co
New York
$606K