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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
476
Prakash Investment Advisors
Massachusetts
$407K -$350K -4,000 -44%
OWP
477
Obermeyer Wealth Partners
Colorado
$407K
DG
478
DMC Group
Alabama
$407K +$28.6K +327 +7%
PFS
479
Prospera Financial Services
Texas
$407K +$438K +4,995 New
JCIA
480
Jackson Creek Investment Advisors
Colorado
$405K -$311K -3,549 -42%
FHA
481
Flagship Harbor Advisors
Massachusetts
$404K +$32.4K +370 +8%
IAIM
482
International Assets Investment Management
Florida
$404K +$39.2K +447 +10%
IPW
483
Impact Partnership Wealth
Georgia
$402K +$30K +342 +7%
DCM
484
DGS Capital Management
New Jersey
$400K +$63.1K +720 +17%
FFA
485
Farther Finance Advisors
California
$399K +$290K +3,312 +219%
SFG
486
Synergy Financial Group
California
$394K +$52.1K +595 +14%
PA
487
Parallel Advisors
California
$388K +$174K +1,991 +72%
FAM
488
Formidable Asset Management
Ohio
$386K -$29.8K -340 -7%
US Bancorp
489
US Bancorp
Minnesota
$378K +$61.8K +706 +18%
VCM
490
Versant Capital Management
Arizona
$375K +$225K +2,571 +126%
PP
491
Pingora Partners
Wyoming
$374K
Kovitz Investment Group Partners
492
Kovitz Investment Group Partners
Illinois
$370K -$92.7K -1,058 -19%
CIC
493
Chilton Investment Company
Connecticut
$370K +$398K +4,540 New
1C
494
111 Capital
France
$366K -$1.28M -14,631 -76%
WIA
495
World Investment Advisors
California
$365K +$162K +1,852 +70%
PJWM
496
Philip James Wealth Mangement
Georgia
$364K -$50.4K -575 -11%
GAM
497
Griffin Asset Management
New York
$362K
O
498
Ossiam
France
$362K -$101K -1,157 -21%
SPC
499
Sigma Planning Corp
Michigan
$357K -$227K -2,588 -37%
CAG
500
Csenge Advisory Group
Florida
$354K -$18.3K -209 -4%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.