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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
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
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
426
Citizens Financial Group
Rhode Island
$456K -$4.28K -55 -0.9%
NA
427
Navellier & Associates
Nevada
$456K -$3.43K -44 -0.7%
ECM
428
Everence Capital Management
Indiana
$452K – – –
FTWA
429
Fifth Third Wealth Advisors
Ohio
$452K +$234 +3 +0.1%
PCA
430
Pallas Capital Advisors
Massachusetts
$444K -$20.3K -260 -4%
PVM
431
Palogic Value Management
Texas
$443K +$19.4K +249 +5%
IPW
432
Impact Partnership Wealth
Georgia
$442K +$57.4K +737 +15%
CAG
433
Csenge Advisory Group
Florida
$437K +$20.9K +236 +5%
VT
434
Vise Technologies
New York
$436K +$436K +5,601 New
BMCM
435
Burns Matteson Capital Management
New York
$430K -$19.1K -245 -4%
SCA
436
Snowden Capital Advisors
New York
$427K -$40.9K -525 -9%
FCBT
437
First Citizens Bank & Trust
North Carolina
$427K +$427K +5,478 New
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$425K -$29.4K -377 -6%
WI
439
Wahed Invest
New York
$423K +$24K +308 +6%
CF
440
Centaurus Financial
California
$420K +$10.6K +136 +3%
PNC Financial Services Group
441
PNC Financial Services Group
Pennsylvania
$414K -$122K -1,571 -23%
OL
442
Optas LLC
Texas
$412K +$172K +2,206 +71%
AP
443
Americana Partners
Texas
$412K -$25K -321 -6%
GA
444
GraniteShares Advisors
New York
$411K +$411K +5,274 New
KWA
445
Kingswood Wealth Advisors
California
$409K -$4.52K -58 -1%
PIA
446
Prakash Investment Advisors
Massachusetts
$407K – – –
LG
447
Leuthold Group
Minnesota
$404K – – –
AGAM
448
Audent Global Asset Management
California
$401K -$16.1K -207 -4%
AWA
449
Aaron Wealth Advisors
Illinois
$401K -$18.8K -241 -4%
CCWM
450
Cassaday & Co Wealth Management
Virginia
$400K – – –
16 17
18
19 20