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
MFAM
426
Motley Fool Asset Management
Virginia
$450K
RG
427
Rathbones Group
United Kingdom
$446K
CAM
428
Cresset Asset Management
Illinois
$444K
PVM
429
Palogic Value Management
Texas
$439K
CL
430
CSS LLC
Illinois
$437K
EFS
431
Essex Financial Services
Connecticut
$433K
AV
432
ASR Vermogensbeheer
Netherlands
$429K
CPIG
433
Chicago Partners Investment Group
Illinois
$429K
BCV
434
Banque Cantonale Vaudoise
Switzerland
$425K
AL
435
Aspiriant LLC
California
$423K
AAS
436
Ameritas Advisory Services
Nebraska
$417K
TC
437
Truvestments Capital
Florida
$414K
FPAS
438
Focus Partners Advisor Solutions
Missouri
$411K
TAFW
439
Tred Avon Family Wealth
Maryland
$408K
UCFA
440
United Capital Financial Advisors
Texas
$402K
GSC
441
Ground Swell Capital
South Carolina
$402K
FTWA
442
Fifth Third Wealth Advisors
Ohio
$397K
ECM
443
Everence Capital Management
Indiana
$397K
US Bancorp
444
US Bancorp
Minnesota
$396K
AA
445
ALPS Advisors
Colorado
$393K
WWM
446
Western Wealth Management
Colorado
$383K
N
447
Numerai
California
$380K
A
448
AlphaQuest
New York
$376K
SPIA
449
Steward Partners Investment Advisory
New York
$375K
Capstone Investment Advisors
450
Capstone Investment Advisors
New York
$371K