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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
451
Fifth Third Wealth Advisors
Ohio
$472K +$1.84K +21 +0.4%
MFAM
452
Motley Fool Asset Management
Virginia
$470K +$78.4K +895 +18%
BMCM
453
Burns Matteson Capital Management
New York
$469K +$1.58K +18 +0.3%
MYLI
454
Meiji Yasuda Life Insurance
Japan
$468K -$825K -9,422 -62%
RIM
455
Rakuten Investment Management
Japan
$464K +$488K +5,574 New
AP
456
Americana Partners
Texas
$457K -$63.1K -720 -11%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$453K -$260K -2,971 -35%
PP
458
Patten & Patten
Tennessee
$452K -$49K -560 -9%
OTL
459
Oak Thistle LLC
New York
$449K -$445K -5,085 -48%
PVM
460
Palogic Value Management
Texas
$443K +$10.2K +117 +2%
GM
461
GeoWealth Management
Illinois
$441K -$809K -9,235 -63%
AWA
462
Aaron Wealth Advisors
Illinois
$438K +$38.8K +443 +9%
AGAM
463
Audent Global Asset Management
California
$436K -$1.93M -22,067 -80%
GCM
464
Gallacher Capital Management
Colorado
$434K +$467K +5,337 New
KWA
465
Kingswood Wealth Advisors
California
$433K -$5.43K -62 -1%
IAA
466
Independent Advisor Alliance
North Carolina
$429K +$20K +228 +5%
CF
467
Centaurus Financial
California
$428K -$6.13K -70 -1%
LG
468
Leuthold Group
Minnesota
$422K -$15.9K -181 -3%
PCIA
469
Prime Capital Investment Advisors
Kansas
$419K +$451K +5,149 New
CCWM
470
Cassaday & Co Wealth Management
Virginia
$418K -$4.38K -50 -1%
TC
471
TownSquare Capital
Utah
$418K +$39.7K +453 +10%
BA
472
Bristlecone Advisors
Washington
$418K -$42.1K -481 -9%
WI
473
Wahed Invest
New York
$417K -$1.58K -18 -0.3%
JSW
474
Journey Strategic Wealth
New Jersey
$416K +$26.5K +302 +6%
LFA
475
Legacy Financial Advisors
Kentucky
$412K -$1.75K -20 -0.4%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.