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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
401
Leigh Baldwin & Co
New York
$606K +$420K +5,196 New
GC
402
Garde Capital
Washington
$605K -$29.6K -366 -4%
SF
403
Summit Financial
New Jersey
$600K +$623K +7,704 New
AF
404
Allworth Financial
California
$600K +$554K +6,854 +807%
SFI
405
Susquehanna Fundamental Investments
Pennsylvania
$596K -$1.54M -19,025 -71%
GC
406
Gilbert & Cook
Iowa
$596K +$13.8K +171 +2%
BJL
407
Brighton Jones LLC
Washington
$591K +$404 +5 +0.1%
BPWM
408
BCS Private Wealth Management
New Jersey
$576K +$598K +7,390 New
QI
409
Qtron Investments
Massachusetts
$571K +$367K +4,532 +162%
IFG
410
Independent Financial Group
California
$568K +$6.23K +77 +1%
DCM
411
DGS Capital Management
New Jersey
$568K +$192K +2,379 +48%
WANY
412
Wealthspire Advisors (New York)
New York
$567K +$56.3K +696 +11%
FCH
413
Freestone Capital Holdings
Washington
$560K -$1.19M -14,737 -67%
BSI
414
Bennett Selby Investments
Maine
$551K +$87.5K +1,082 +18%
UWS
415
Unique Wealth Strategies
Illinois
$546K +$567K +7,013 New
PP
416
Prudential plc
United Kingdom
$543K +$327K +4,043 +138%
BBA
417
Baader Bank Aktiengesellschaft
Germany
$542K +$59K +729 +11%
CL
418
Choreo LLC
Illinois
$533K -$16K -198 -3%
AFG
419
Atomi Financial Group
New York
$531K -$27K -334 -5%
CAM
420
Cresset Asset Management
Illinois
$531K -$284K -3,509 -34%
Truist Financial
421
Truist Financial
North Carolina
$518K +$22.6K +279 +4%
FPW
422
Fairvoy Private Wealth
Alabama
$517K -$55.4K -685 -9%
Vontobel Holding
423
Vontobel Holding
Switzerland
$517K -$74K -915 -12%
CFM
424
Comprehensive Financial Management
California
$514K
EFS
425
Essex Financial Services
Connecticut
$506K -$4.85K -60 -0.9%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.