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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 %
BJL
401
Brighton Jones LLC
Washington
$591K +$389 +5 +0.1%
BPWM
402
BCS Private Wealth Management
New Jersey
$576K +$576K +7,390 New
QI
403
Qtron Investments
Massachusetts
$571K +$353K +4,532 +162%
WANY
404
Wealthspire Advisors (New York)
New York
$567K +$54.2K +696 +11%
FCH
405
Freestone Capital Holdings
Washington
$560K -$1.15M -14,737 -67%
BSI
406
Bennett Selby Investments
Maine
$551K +$84.3K +1,082 +18%
PP
407
Prudential plc
United Kingdom
$543K +$315K +4,043 +138%
BBA
408
Baader Bank Aktiengesellschaft
Germany
$542K +$54.3K +729 +11%
CL
409
Choreo LLC
Illinois
$533K -$15.4K -198 -3%
AFG
410
Atomi Financial Group
New York
$531K -$26K -334 -5%
Truist Financial
411
Truist Financial
North Carolina
$518K +$21.7K +279 +4%
FPW
412
Fairvoy Private Wealth
Alabama
$517K -$53.4K -685 -9%
Vontobel Holding
413
Vontobel Holding
Switzerland
$517K -$71.3K -915 -12%
CFM
414
Comprehensive Financial Management
California
$514K – – –
EFS
415
Essex Financial Services
Connecticut
$506K -$4.67K -60 -0.9%
RG
416
Rathbones Group
United Kingdom
$504K -$3.07M -39,468 -86%
MFAM
417
Motley Fool Asset Management
Virginia
$502K +$52.4K +673 +12%
BCV
418
Banque Cantonale Vaudoise
Switzerland
$500K -$3.98K -51 -0.8%
AV
419
ASR Vermogensbeheer
Netherlands
$498K -$2.34K -30 -0.5%
AAMU
420
APG Asset Management US
New York
$494K – – –
FAIM
421
Financial Advocates Investment Management
Washington
$494K -$37.9K -487 -7%
JCM
422
J2 Capital Management
Michigan
$485K +$148K +1,897 +44%
MYAM
423
Meiji Yasuda Asset Management
Japan
$468K -$762K -9,782 -62%
APG Asset Management
424
APG Asset Management
Netherlands
$467K -$12.9K -194 -3%
WWM
425
Western Wealth Management
Colorado
$460K +$1.95K +25 +0.4%
15 16
17
18 19