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DOCU

DocuSign

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: 815806 (-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: 97 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$652K -$72.7K -830 -9%
RB
402
Rodgers Brothers
Pennsylvania
$638K
IGAM
403
iA Global Asset Management
Quebec, Canada
$628K +$13.8K +157 +2%
ACM
404
Aster Capital Management
United Arab Emirates
$620K +$247K +2,817 +61%
IWC
405
Integrated Wealth Concepts
Massachusetts
$620K -$16.8K -192 -2%
CIA
406
Concurrent Investment Advisors
Florida
$618K +$665K +7,596 New
BJL
407
Brighton Jones LLC
Washington
$617K -$68.3K -780 -9%
Vontobel Holding
408
Vontobel Holding
Switzerland
$615K -$576K -6,578 -47%
CG
409
CFO4Life Group
Texas
$612K -$99.4K -1,135 -13%
TMAM
410
Tokio Marine Asset Management
Japan
$611K +$21.1K +241 +3%
GC
411
Gilbert & Cook
Iowa
$609K +$1.14K +13 +0.2%
ZIM
412
Zacks Investment Management
Illinois
$608K -$2.17M -24,762 -77%
I
413
InceptionR
California
$606K +$653K +7,450 New
PWM
414
Prosperity Wealth Management
California
$605K -$13.1K -150 -2%
HH
415
Hilltop Holdings
Texas
$598K -$73.6K -840 -10%
FPW
416
Fairvoy Private Wealth
Alabama
$596K -$2.62M -29,875 -80%
LP
417
LMR Partners
United Kingdom
$590K +$635K +7,245 New
IFG
418
Independent Financial Group
California
$588K +$32.5K +371 +5%
FF
419
Fluent Financial
Texas
$584K -$47.5K -542 -7%
AFG
420
Atomi Financial Group
New York
$582K +$113K +1,292 +22%
CL
421
Choreo LLC
Illinois
$573K +$93.5K +1,068 +18%
SBIA
422
Sheaff Brock Investment Advisors
Indiana
$566K +$609K +6,952 New
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$561K +$31.2K +356 +5%
TRCT
424
Tower Research Capital (TRC)
New York
$556K -$383K -4,369 -39%
FAIM
425
Financial Advocates Investment Management
Washington
$556K -$99.6K -1,137 -14%

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.