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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
AF
401
Allworth Financial
California
$600K
SFI
402
Susquehanna Fundamental Investments
Pennsylvania
$596K
GC
403
Gilbert & Cook
Iowa
$596K
BJL
404
Brighton Jones LLC
Washington
$591K
BPWM
405
BCS Private Wealth Management
New Jersey
$576K
QI
406
Qtron Investments
Massachusetts
$571K
WANY
407
Wealthspire Advisors (New York)
New York
$567K
FCH
408
Freestone Capital Holdings
Washington
$560K
BSI
409
Bennett Selby Investments
Maine
$551K
PP
410
Prudential plc
United Kingdom
$543K
BBA
411
Baader Bank Aktiengesellschaft
Germany
$542K
CL
412
Choreo LLC
Illinois
$533K
AFG
413
Atomi Financial Group
New York
$531K
Truist Financial
414
Truist Financial
North Carolina
$518K
FPW
415
Fairvoy Private Wealth
Alabama
$517K
Vontobel Holding
416
Vontobel Holding
Switzerland
$517K
CFM
417
Comprehensive Financial Management
California
$514K
EFS
418
Essex Financial Services
Connecticut
$506K
RG
419
Rathbones Group
United Kingdom
$504K
MFAM
420
Motley Fool Asset Management
Virginia
$502K
BCV
421
Banque Cantonale Vaudoise
Switzerland
$500K
AV
422
ASR Vermogensbeheer
Netherlands
$498K
AAMU
423
APG Asset Management US
New York
$494K
FAIM
424
Financial Advocates Investment Management
Washington
$494K
JCM
425
J2 Capital Management
Michigan
$485K