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DocuSign

770 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, 281 increasing their positions, 275 reducing their positions, and 110 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: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
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
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$682K
CA
377
CSM Advisors
Pennsylvania
$679K
IWC
378
Integrated Wealth Concepts
Massachusetts
$670K
OAM
379
Oppenheimer Asset Management
New York
$668K
FIM
380
Freedom Investment Management
Connecticut
$668K
KCM
381
Kornitzer Capital Management
Kansas
$668K
SOW
382
State of Wyoming
Wyoming
$667K
PIM
383
Plato Investment Management
Australia
$666K
PWA
384
Prairie Wealth Advisors
Nebraska
$665K
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$663K
BF
386
BOK Financial
Oklahoma
$660K
AI
387
Atria Investments
North Carolina
$659K
AI
388
Atom Investors
Texas
$658K
CWM
389
CIBC World Markets
New York
$657K
FFM
390
Forum Financial Management
Illinois
$656K
SCM
391
Shelton Capital Management
Colorado
$652K
VI
392
Vestcor Inc
New Brunswick, Canada
$649K
GWMR
393
GC Wealth Management RIA
Massachusetts
$647K
FFA
394
Farther Finance Advisors
California
$630K
BCM
395
Beck Capital Management
Texas
$622K
IGAM
396
iA Global Asset Management
Quebec, Canada
$613K
TMAM
397
Tokio Marine Asset Management
Japan
$610K
LBC
398
Leigh Baldwin & Co
New York
$606K
GC
399
Garde Capital
Washington
$605K
SF
400
Summit Financial
New Jersey
$600K