DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 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: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
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
VVP
401
Venture Visionary Partners
Ohio
$537K
Wellington Management Group
402
Wellington Management Group
Massachusetts
$534K
FCH
403
Freestone Capital Holdings
Washington
$523K
DC
404
Davenport & Co
Virginia
$520K
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$517K
GC
406
Gilbert & Cook
Iowa
$517K
BCM
407
Beck Capital Management
Texas
$507K
C
408
Certuity
Florida
$506K
EWM
409
Empirical Wealth Management
Washington
$504K
BBA
410
Baader Bank Aktiengesellschaft
Germany
$502K
M1FG
411
Mach-1 Financial Group
Arkansas
$500K
CL
412
Choreo LLC
Illinois
$499K
BSI
413
Bennett Selby Investments
Maine
$499K
AI
414
Atria Investments
North Carolina
$496K
VCM
415
Versant Capital Management
Arizona
$486K
GA
416
GraniteShares Advisors
New York
$478K
KCM
417
Kornitzer Capital Management
Kansas
$477K
Vontobel Holding
418
Vontobel Holding
Switzerland
$465K
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$464K
SCM
420
Shelton Capital Management
Colorado
$461K
JCM
421
J2 Capital Management
Michigan
$460K
PCA
422
Pallas Capital Advisors
Massachusetts
$460K
CIC
423
Chilton Investment Company
Connecticut
$457K
CFM
424
Comprehensive Financial Management
California
$451K
AFG
425
Atomi Financial Group
New York
$451K