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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$414K -$127K -1,571 -23%
OL
452
Optas LLC
Texas
$412K +$178K +2,206 +71%
AP
453
Americana Partners
Texas
$412K -$26K -321 -6%
GA
454
GraniteShares Advisors
New York
$411K +$427K +5,274 New
KWA
455
Kingswood Wealth Advisors
California
$409K -$4.69K -58 -1%
PIA
456
Prakash Investment Advisors
Massachusetts
$407K
LG
457
Leuthold Group
Minnesota
$404K
AGAM
458
Audent Global Asset Management
California
$401K -$16.7K -207 -4%
AWA
459
Aaron Wealth Advisors
Illinois
$401K -$19.5K -241 -4%
CCWM
460
Cassaday & Co Wealth Management
Virginia
$400K
LFA
461
Legacy Financial Advisors
Kentucky
$399K +$4.21K +52 +1%
PFS
462
Prospera Financial Services
Texas
$399K +$10K +124 +2%
OWP
463
Obermeyer Wealth Partners
Colorado
$389K
IAIM
464
International Assets Investment Management
Florida
$387K +$324 +4 +0.1%
MG
465
Marex Group
$386K -$393K -4,855 -49%
JCIA
466
Jackson Creek Investment Advisors
Colorado
$378K -$9.22K -114 -2%
OQS
467
Occudo Quantitative Strategies
Florida
$377K +$391K +4,837 New
IP
468
Intellectus Partners
California
$376K -$80.9K -1,000 -17%
FHA
469
Flagship Harbor Advisors
Massachusetts
$375K -$12.3K -152 -3%
DG
470
DMC Group
Alabama
$368K -$22.5K -278 -6%
Mirae Asset Global Investments
471
Mirae Asset Global Investments
South Korea
$363K +$266K +3,284 +238%
SFG
472
Synergy Financial Group
California
$362K -$15.2K -188 -4%
IAA
473
Independent Advisor Alliance
North Carolina
$361K -$51.7K -639 -12%
PP
474
Pingora Partners
Wyoming
$358K
EL
475
Essex LLC
Illinois
$357K -$110K -1,355 -23%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.