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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$540K -$111K -1,600 -17%
EI
402
Ethic Inc
New York
$540K +$232K +3,348 +74%
GCA
403
Greenwood Capital Associates
South Carolina
$538K -$239K -3,463 -31%
VVP
404
Venture Visionary Partners
Ohio
$537K +$543K +7,850 New
Wellington Management Group
405
Wellington Management Group
Massachusetts
$534K -$128M -1,852,539 -100%
FCH
406
Freestone Capital Holdings
Washington
$523K -$3.32K -48 -0.6%
DC
407
Davenport & Co
Virginia
$520K -$350K -5,063 -40%
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$517K +$127K +1,840 +32%
GC
409
Gilbert & Cook
Iowa
$517K -$9.27K -134 -2%
BCM
410
Beck Capital Management
Texas
$507K -$31.4K -454 -6%
C
411
Certuity
Florida
$506K +$123K +1,785 +32%
EWM
412
Empirical Wealth Management
Washington
$504K +$199K +2,879 +64%
BBA
413
Baader Bank Aktiengesellschaft
Germany
$502K -$891K -12,885 -62%
M1FG
414
Mach-1 Financial Group
Arkansas
$500K +$505K +7,309 New
CL
415
Choreo LLC
Illinois
$499K +$4.84K +70 +1%
BSI
416
Bennett Selby Investments
Maine
$499K -$34.6K -500 -6%
AI
417
Atria Investments
North Carolina
$496K -$71.1K -1,028 -12%
VCM
418
Versant Capital Management
Arizona
$486K +$253K +3,659 +106%
GA
419
GraniteShares Advisors
New York
$478K +$69.6K +1,007 +17%
KCM
420
Kornitzer Capital Management
Kansas
$477K -$4.5K -65 -0.9%
PWM
421
Prosperity Wealth Management
California
$468K +$97.9K +1,415 +26%
Vontobel Holding
422
Vontobel Holding
Switzerland
$465K +$9.82K +142 +2%
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$464K +$18.5K +267 +4%
IFG
424
Independent Financial Group
California
$463K -$34.6K -500 -7%
SCM
425
Shelton Capital Management
Colorado
$461K -$29.4K -425 -6%