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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
451
Western Wealth Management
Colorado
$383K -$7.68K -111 -2%
N
452
Numerai
California
$380K +$384K +5,560 New
A
453
AlphaQuest
New York
$376K +$350K +5,062 +1,153%
SPIA
454
Steward Partners Investment Advisory
New York
$375K -$122K -1,761 -24%
Capstone Investment Advisors
455
Capstone Investment Advisors
New York
$371K +$143K +2,073 +62%
N
456
Natixis
France
$365K -$1.62M -23,455 -81%
AP
457
Americana Partners
Texas
$365K -$8.99K -130 -2%
LFA
458
Legacy Financial Advisors
Kentucky
$363K -$3.46K -50 -0.9%
PCM
459
PAR Capital Management
Massachusetts
$363K +$159K +2,300 +77%
WI
460
Wahed Invest
New York
$362K -$12.5K -181 -3%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K
SCA
462
Snowden Capital Advisors
New York
$361K -$21.3K -308 -6%
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$361K +$21.4K +310 +6%
SF
464
Summit Financial
New Jersey
$361K -$151K -2,189 -29%
Truist Financial
465
Truist Financial
North Carolina
$360K -$25.7K -371 -7%
HIP
466
HUB Investment Partners
Texas
$356K +$360K +5,207 New
CCWM
467
Cassaday & Co Wealth Management
Virginia
$351K
MYAM
468
Meiji Yasuda Asset Management
Japan
$347K -$53.9K -780 -13%
IAIM
469
International Assets Investment Management
Florida
$344K +$4.36K +63 +1%
OWP
470
Obermeyer Wealth Partners
Colorado
$342K
AGAM
471
Audent Global Asset Management
California
$340K -$5.67K -82 -2%
OL
472
Optas LLC
Texas
$339K -$44.7K -646 -12%
EP
473
Edgestream Partners
New Jersey
$335K +$339K +4,903 New
BIG
474
Brooklyn Investment Group
New York
$334K +$87.8K +1,270 +36%
FAM
475
Formidable Asset Management
Ohio
$333K -$301K -4,356 -47%