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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
451
Patten & Patten
Tennessee
$452K -$45.6K -560 -9%
OTL
452
Oak Thistle LLC
New York
$449K -$414K -5,085 -48%
PVM
453
Palogic Value Management
Texas
$443K +$9.52K +117 +2%
GM
454
GeoWealth Management
Illinois
$441K -$752K -9,235 -63%
AWA
455
Aaron Wealth Advisors
Illinois
$438K +$36.1K +443 +9%
AGAM
456
Audent Global Asset Management
California
$436K -$1.8M -22,067 -80%
GCM
457
Gallacher Capital Management
Colorado
$434K +$434K +5,337 New
KWA
458
Kingswood Wealth Advisors
California
$433K -$5.05K -62 -1%
IAA
459
Independent Advisor Alliance
North Carolina
$429K +$18.6K +228 +5%
CF
460
Centaurus Financial
California
$428K -$5.69K -70 -1%
LG
461
Leuthold Group
Minnesota
$422K -$14.7K -181 -3%
PCIA
462
Prime Capital Investment Advisors
Kansas
$419K +$419K +5,149 New
CCWM
463
Cassaday & Co Wealth Management
Virginia
$418K -$4.07K -50 -1%
TC
464
TownSquare Capital
Utah
$418K +$36.9K +453 +10%
BA
465
Bristlecone Advisors
Washington
$418K -$39.2K -481 -9%
WI
466
Wahed Invest
New York
$417K -$1.47K -18 -0.3%
JSW
467
Journey Strategic Wealth
New Jersey
$416K +$24.6K +302 +6%
LFA
468
Legacy Financial Advisors
Kentucky
$412K -$1.63K -20 -0.4%
PIA
469
Prakash Investment Advisors
Massachusetts
$407K -$326K -4,000 -44%
OWP
470
Obermeyer Wealth Partners
Colorado
$407K
DG
471
DMC Group
Alabama
$407K +$26.6K +327 +7%
PFS
472
Prospera Financial Services
Texas
$407K +$407K +4,995 New
JCIA
473
Jackson Creek Investment Advisors
Colorado
$405K -$289K -3,549 -42%
FHA
474
Flagship Harbor Advisors
Massachusetts
$404K +$30.1K +370 +8%
IAIM
475
International Assets Investment Management
Florida
$404K +$36.4K +447 +10%