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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$695K -$39.1K -483 -5%
FF
377
Fluent Financial
Texas
$689K +$135K +1,672 +23%
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
$688K +$4.61K +57 +0.6%
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$682K -$120K -1,480 -14%
CA
380
CSM Advisors
Pennsylvania
$679K +$705K +8,720 New
IWC
381
Integrated Wealth Concepts
Massachusetts
$670K +$79.8K +986 +13%
OAM
382
Oppenheimer Asset Management
New York
$668K -$37.9K -468 -5%
FIM
383
Freedom Investment Management
Connecticut
$668K +$30.2K +373 +5%
KCM
384
Kornitzer Capital Management
Kansas
$668K -$4.85K -60 -0.7%
SOW
385
State of Wyoming
Wyoming
$667K +$141K +1,745 +26%
PIM
386
Plato Investment Management
Australia
$666K +$485 +6 +0.1%
PWA
387
Prairie Wealth Advisors
Nebraska
$665K +$13.3K +165 +2%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$663K +$354K +4,378 +106%
BF
389
BOK Financial
Oklahoma
$660K -$162 -2 -0%
AI
390
Atria Investments
North Carolina
$659K +$36.3K +449 +6%
AI
391
Atom Investors
Texas
$658K +$683K +8,444 New
CWM
392
CIBC World Markets
New York
$657K -$61.6K -761 -8%
FFM
393
Forum Financial Management
Illinois
$656K -$15K -185 -2%
SCM
394
Shelton Capital Management
Colorado
$652K -$5.42K -67 -0.8%
VI
395
Vestcor Inc
New Brunswick, Canada
$649K -$491K -6,064 -42%
GWMR
396
GC Wealth Management RIA
Massachusetts
$647K +$672K +8,305 New
FFA
397
Farther Finance Advisors
California
$630K +$264K +3,262 +68%
BCM
398
Beck Capital Management
Texas
$622K -$54.5K -674 -8%
IGAM
399
iA Global Asset Management
Quebec, Canada
$613K +$12.9K +160 +2%
TMAM
400
Tokio Marine Asset Management
Japan
$610K +$26.4K +326 +4%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.