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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
401
Brighton Jones LLC
Washington
$617K -$63.5K -780 -9%
Vontobel Holding
402
Vontobel Holding
Switzerland
$615K -$535K -6,578 -47%
CG
403
CFO4Life Group
Texas
$612K -$92.4K -1,135 -13%
TMAM
404
Tokio Marine Asset Management
Japan
$611K +$19.6K +241 +3%
GC
405
Gilbert & Cook
Iowa
$609K +$1.06K +13 +0.2%
ZIM
406
Zacks Investment Management
Illinois
$608K -$2.02M -24,762 -77%
I
407
InceptionR
California
$606K +$606K +7,450 New
PWM
408
Prosperity Wealth Management
California
$605K -$12.2K -150 -2%
HH
409
Hilltop Holdings
Texas
$598K -$68.4K -840 -10%
FPW
410
Fairvoy Private Wealth
Alabama
$596K -$2.43M -29,875 -80%
LP
411
LMR Partners
United Kingdom
$590K +$590K +7,245 New
FF
412
Fluent Financial
Texas
$584K -$44.1K -542 -7%
AFG
413
Atomi Financial Group
New York
$582K +$105K +1,292 +22%
CL
414
Choreo LLC
Illinois
$573K +$86.9K +1,068 +18%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$566K +$566K +6,952 New
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$561K +$29K +356 +5%
TRCT
417
Tower Research Capital (TRC)
New York
$556K -$354K -4,369 -39%
FAIM
418
Financial Advocates Investment Management
Washington
$556K -$92.6K -1,137 -14%
SOW
419
State of Wyoming
Wyoming
$555K +$183K +2,249 +49%
APG Asset Management
420
APG Asset Management
Netherlands
$545K -$228K -3,020 -29%
HW
421
Hancock Whitney
Mississippi
$544K +$544K +6,689 New
CFM
422
Comprehensive Financial Management
California
$537K
WANY
423
Wealthspire Advisors (New York)
New York
$536K +$9.93K +122 +2%
EFS
424
Essex Financial Services
Connecticut
$534K -$17.7K -217 -3%
CBUSF
425
Construction & Building Unions Superannuation Fund
Australia
$529K +$24.4K +300 +5%