DOCU icon

DocuSign
DOCU

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 %
LFA
451
Legacy Financial Advisors
Kentucky
$399K +$4.05K +52 +1%
PFS
452
Prospera Financial Services
Texas
$399K +$9.66K +124 +2%
OWP
453
Obermeyer Wealth Partners
Colorado
$389K – – –
IAIM
454
International Assets Investment Management
Florida
$387K +$312 +4 +0.1%
MG
455
Marex Group
$386K +$386K +4,960 New
JCIA
456
Jackson Creek Investment Advisors
Colorado
$378K -$8.87K -114 -2%
OQS
457
Occudo Quantitative Strategies
Florida
$377K +$377K +4,837 New
IP
458
Intellectus Partners
California
$376K -$77.9K -1,000 -17%
FHA
459
Flagship Harbor Advisors
Massachusetts
$375K -$11.8K -152 -3%
DG
460
DMC Group
Alabama
$368K -$21.7K -278 -6%
Mirae Asset Global Investments
461
Mirae Asset Global Investments
South Korea
$363K +$256K +3,284 +238%
SFG
462
Synergy Financial Group
California
$362K -$14.6K -188 -4%
IAA
463
Independent Advisor Alliance
North Carolina
$361K -$49.8K -639 -12%
PP
464
Pingora Partners
Wyoming
$358K – – –
EL
465
Essex LLC
Illinois
$357K -$106K -1,355 -23%
US Bancorp
466
US Bancorp
Minnesota
$356K -$5.69K -73 -2%
CIC
467
Chilton Investment Company
Connecticut
$354K – – –
Squarepoint
468
Squarepoint
New York
$353K -$20.3M -260,352 -98%
SFP
469
Sandbox Financial Partners
Maryland
$350K +$350K +4,494 New
PP
470
Patten & Patten
Tennessee
$348K -$84.1K -1,080 -19%
GAM
471
Griffin Asset Management
New York
$347K – – –
O
472
Ossiam
France
$347K – – –
PJWM
473
Philip James Wealth Mangement
Georgia
$343K -$5.61K -72 -2%
TC
474
Truvestments Capital
Florida
$341K +$25.3K +325 +8%
AA
475
ALPS Advisors
Colorado
$340K +$4.13K +53 +1%
17 18
19
20 21