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DocuSign

772 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, 282 increasing their positions, 275 reducing their positions, and 109 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: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
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
GC
401
Garde Capital
Washington
$605K
SF
402
Summit Financial
New Jersey
$600K
AF
403
Allworth Financial
California
$600K
SFI
404
Susquehanna Fundamental Investments
Pennsylvania
$596K
GC
405
Gilbert & Cook
Iowa
$596K
BJL
406
Brighton Jones LLC
Washington
$591K
BPWM
407
BCS Private Wealth Management
New Jersey
$576K
QI
408
Qtron Investments
Massachusetts
$571K
WANY
409
Wealthspire Advisors (New York)
New York
$567K
FCH
410
Freestone Capital Holdings
Washington
$560K
BSI
411
Bennett Selby Investments
Maine
$551K
PP
412
Prudential plc
United Kingdom
$543K
BBA
413
Baader Bank Aktiengesellschaft
Germany
$542K
CL
414
Choreo LLC
Illinois
$533K
AFG
415
Atomi Financial Group
New York
$531K
Truist Financial
416
Truist Financial
North Carolina
$518K
FPW
417
Fairvoy Private Wealth
Alabama
$517K
Vontobel Holding
418
Vontobel Holding
Switzerland
$517K
CFM
419
Comprehensive Financial Management
California
$514K
EFS
420
Essex Financial Services
Connecticut
$506K
RG
421
Rathbones Group
United Kingdom
$504K
MFAM
422
Motley Fool Asset Management
Virginia
$502K
BCV
423
Banque Cantonale Vaudoise
Switzerland
$500K
AV
424
ASR Vermogensbeheer
Netherlands
$498K
AAMU
425
APG Asset Management US
New York
$494K