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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
426
J2 Capital Management
Michigan
$460K -$18.5K -268 -4%
PCA
427
Pallas Capital Advisors
Massachusetts
$460K +$142K +2,049 +44%
CIC
428
Chilton Investment Company
Connecticut
$457K
CFM
429
Comprehensive Financial Management
California
$451K
AFG
430
Atomi Financial Group
New York
$451K -$43K -622 -9%
MFAM
431
Motley Fool Asset Management
Virginia
$450K +$2.14K +31 +0.5%
RG
432
Rathbones Group
United Kingdom
$446K -$55.8K -807 -11%
CAM
433
Cresset Asset Management
Illinois
$444K -$58K -838 -11%
PVM
434
Palogic Value Management
Texas
$439K +$53.5K +773 +14%
CL
435
CSS LLC
Illinois
$437K +$442K +6,393 New
EFS
436
Essex Financial Services
Connecticut
$433K +$29.3K +424 +7%
AV
437
ASR Vermogensbeheer
Netherlands
$429K -$4.56K -66 -1%
CPIG
438
Chicago Partners Investment Group
Illinois
$429K +$17K +246 +3%
BCV
439
Banque Cantonale Vaudoise
Switzerland
$425K -$14.9K -216 -3%
AL
440
Aspiriant LLC
California
$423K -$271K -3,917 -39%
AAS
441
Ameritas Advisory Services
Nebraska
$417K +$412K +5,956 +4,165%
TC
442
Truvestments Capital
Florida
$414K +$93K +1,345 +29%
FPAS
443
Focus Partners Advisor Solutions
Missouri
$411K +$111K +1,601 +36%
TAFW
444
Tred Avon Family Wealth
Maryland
$408K -$38.9K -562 -9%
UCFA
445
United Capital Financial Advisors
Texas
$402K +$125K +1,806 +44%
GSC
446
Ground Swell Capital
South Carolina
$402K +$406K +5,875 New
FTWA
447
Fifth Third Wealth Advisors
Ohio
$397K +$346 +5 +0.1%
ECM
448
Everence Capital Management
Indiana
$397K
US Bancorp
449
US Bancorp
Minnesota
$396K -$29.5K -427 -7%
AA
450
ALPS Advisors
Colorado
$393K +$4.36K +63 +1%