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
PCA
426
Pallas Capital Advisors
Massachusetts
$460K
CIC
427
Chilton Investment Company
Connecticut
$457K
CFM
428
Comprehensive Financial Management
California
$451K
AFG
429
Atomi Financial Group
New York
$451K
MFAM
430
Motley Fool Asset Management
Virginia
$450K
RG
431
Rathbones Group
United Kingdom
$446K
CAM
432
Cresset Asset Management
Illinois
$444K
PVM
433
Palogic Value Management
Texas
$439K
CL
434
CSS LLC
Illinois
$437K
EFS
435
Essex Financial Services
Connecticut
$433K
AV
436
ASR Vermogensbeheer
Netherlands
$429K
CPIG
437
Chicago Partners Investment Group
Illinois
$429K
BCV
438
Banque Cantonale Vaudoise
Switzerland
$425K
AL
439
Aspiriant LLC
California
$423K
AAS
440
Ameritas Advisory Services
Nebraska
$417K
TC
441
Truvestments Capital
Florida
$414K
FPAS
442
Focus Partners Advisor Solutions
Missouri
$411K
TAFW
443
Tred Avon Family Wealth
Maryland
$408K
UCFA
444
United Capital Financial Advisors
Texas
$402K
GSC
445
Ground Swell Capital
South Carolina
$402K
FTWA
446
Fifth Third Wealth Advisors
Ohio
$397K
ECM
447
Everence Capital Management
Indiana
$397K
US Bancorp
448
US Bancorp
Minnesota
$396K
AA
449
ALPS Advisors
Colorado
$393K
WWM
450
Western Wealth Management
Colorado
$383K