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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
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
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
476
Journey Strategic Wealth
New Jersey
$337K -$60.4K -775 -15%
CPIG
477
Chicago Partners Investment Group
Illinois
$337K +$93.9K +1,154 +39%
RCAG
478
Rehmann Capital Advisory Group
Michigan
$336K -$96.9K -1,244 -22%
AIM
479
Aspen Investment Management
Michigan
$322K +$33.9K +435 +12%
SIA
480
Strategic Investment Advisors
Michigan
$319K +$319K +4,099 New
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$314K -$568K -7,299 -64%
TA
482
TFB Advisors
Kansas
$314K +$37.3K +479 +13%
C
483
Certuity
Florida
$314K -$18.9K -243 -6%
AWM
484
Arista Wealth Management
Nevada
$312K +$312K +4,000 New
Wealthfront Advisers
485
Wealthfront Advisers
California
$310K +$23.1K +297 +8%
LAM
486
Lingohr Asset Management
Germany
$308K -$6.29M -80,706 -95%
UAG
487
United Advisor Group
Ohio
$307K +$4.75K +61 +2%
PA
488
Pinnacle Associates
New York
$305K +$51.8K +665 +20%
WP
489
Woodline Partners
California
$305K +$305K +3,912 New
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
$304K -$49.9K -640 -14%
KCP
491
Kera Capital Partners
California
$301K +$20.3K +261 +7%
NFP
492
Narus Financial Partners
Utah
$299K +$299K +3,836 New
VCM
493
Versant Capital Management
Arizona
$295K -$63.6K -817 -18%
SQA
494
Simon Quick Advisors
New Jersey
$293K +$293K +3,767 New
SS
495
Sunbelt Securities
Texas
$292K +$24.1K +268 +9%
OAM
496
Ostrum Asset Management
France
$291K -$8.33K -107 -3%
FCM
497
Frontier Capital Management
Massachusetts
$289K -$3.1M -39,834 -91%
BPA
498
Beacon Pointe Advisors
California
$280K +$280K +3,591 New
WIA
499
World Investment Advisors
California
$278K -$71K -911 -20%
BIG
500
Brooklyn Investment Group
New York
$276K +$221K +2,838 +404%
18 19
20
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