DOCU icon

DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
451
Prakash Investment Advisors
Massachusetts
$407K
LG
452
Leuthold Group
Minnesota
$404K
AGAM
453
Audent Global Asset Management
California
$401K
AWA
454
Aaron Wealth Advisors
Illinois
$401K
CCWM
455
Cassaday & Co Wealth Management
Virginia
$400K
LFA
456
Legacy Financial Advisors
Kentucky
$399K
PFS
457
Prospera Financial Services
Texas
$399K
OWP
458
Obermeyer Wealth Partners
Colorado
$389K
IAIM
459
International Assets Investment Management
Florida
$387K
MG
460
Marex Group
$386K
JCIA
461
Jackson Creek Investment Advisors
Colorado
$378K
OQS
462
Occudo Quantitative Strategies
Florida
$377K
IP
463
Intellectus Partners
California
$376K
FHA
464
Flagship Harbor Advisors
Massachusetts
$375K
DG
465
DMC Group
Alabama
$368K
Mirae Asset Global Investments
466
Mirae Asset Global Investments
South Korea
$363K
SFG
467
Synergy Financial Group
California
$362K
IAA
468
Independent Advisor Alliance
North Carolina
$361K
PP
469
Pingora Partners
Wyoming
$358K
EL
470
Essex LLC
Illinois
$357K
US Bancorp
471
US Bancorp
Minnesota
$356K
CIC
472
Chilton Investment Company
Connecticut
$354K
Squarepoint
473
Squarepoint
New York
$353K
SFP
474
Sandbox Financial Partners
Maryland
$350K
PP
475
Patten & Patten
Tennessee
$348K