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DocuSign

770 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, 281 increasing their positions, 275 reducing their positions, and 110 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: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
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
AGAM
451
Audent Global Asset Management
California
$401K
AWA
452
Aaron Wealth Advisors
Illinois
$401K
CCWM
453
Cassaday & Co Wealth Management
Virginia
$400K
LFA
454
Legacy Financial Advisors
Kentucky
$399K
PFS
455
Prospera Financial Services
Texas
$399K
OWP
456
Obermeyer Wealth Partners
Colorado
$389K
IAIM
457
International Assets Investment Management
Florida
$387K
MG
458
Marex Group
$386K
JCIA
459
Jackson Creek Investment Advisors
Colorado
$378K
OQS
460
Occudo Quantitative Strategies
Florida
$377K
IP
461
Intellectus Partners
California
$376K
FHA
462
Flagship Harbor Advisors
Massachusetts
$375K
DG
463
DMC Group
Alabama
$368K
Mirae Asset Global Investments
464
Mirae Asset Global Investments
South Korea
$363K
SFG
465
Synergy Financial Group
California
$362K
IAA
466
Independent Advisor Alliance
North Carolina
$361K
PP
467
Pingora Partners
Wyoming
$358K
EL
468
Essex LLC
Illinois
$357K
US Bancorp
469
US Bancorp
Minnesota
$356K
CIC
470
Chilton Investment Company
Connecticut
$354K
Squarepoint
471
Squarepoint
New York
$353K
SFP
472
Sandbox Financial Partners
Maryland
$350K
PP
473
Patten & Patten
Tennessee
$348K
GAM
474
Griffin Asset Management
New York
$347K
O
475
Ossiam
France
$347K