DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ethic Inc
New York
$540K
GCA
402
Greenwood Capital Associates
South Carolina
$538K
VVP
403
Venture Visionary Partners
Ohio
$537K
Wellington Management Group
404
Wellington Management Group
Massachusetts
$534K
FCH
405
Freestone Capital Holdings
Washington
$523K
DC
406
Davenport & Co
Virginia
$520K
Nisa Investment Advisors
407
Nisa Investment Advisors
Missouri
$517K
GC
408
Gilbert & Cook
Iowa
$517K
BCM
409
Beck Capital Management
Texas
$507K
C
410
Certuity
Florida
$506K
EWM
411
Empirical Wealth Management
Washington
$504K
BBA
412
Baader Bank Aktiengesellschaft
Germany
$502K
M1FG
413
Mach-1 Financial Group
Arkansas
$500K
CL
414
Choreo LLC
Illinois
$499K
BSI
415
Bennett Selby Investments
Maine
$499K
AI
416
Atria Investments
North Carolina
$496K
VCM
417
Versant Capital Management
Arizona
$486K
GA
418
GraniteShares Advisors
New York
$478K
KCM
419
Kornitzer Capital Management
Kansas
$477K
PWM
420
Prosperity Wealth Management
California
$468K
Vontobel Holding
421
Vontobel Holding
Switzerland
$465K
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$464K
IFG
423
Independent Financial Group
California
$463K
SCM
424
Shelton Capital Management
Colorado
$461K
JCM
425
J2 Capital Management
Michigan
$460K