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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
476
Impact Partnership Wealth
Georgia
$402K +$27.8K +342 +7%
FFA
477
Farther Finance Advisors
California
$399K +$274K +3,312 +219%
SFG
478
Synergy Financial Group
California
$394K +$48.4K +595 +14%
PA
479
Parallel Advisors
California
$388K +$162K +1,991 +72%
FAM
480
Formidable Asset Management
Ohio
$386K -$27.7K -340 -7%
US Bancorp
481
US Bancorp
Minnesota
$378K +$57.5K +706 +18%
VCM
482
Versant Capital Management
Arizona
$375K +$209K +2,571 +126%
PP
483
Pingora Partners
Wyoming
$374K
Kovitz Investment Group Partners
484
Kovitz Investment Group Partners
Illinois
$370K -$86.1K -1,058 -19%
CIC
485
Chilton Investment Company
Connecticut
$370K +$370K +4,540 New
1C
486
111 Capital
France
$366K -$1.19M -14,631 -76%
WIA
487
World Investment Advisors
California
$365K +$151K +1,852 +70%
PJWM
488
Philip James Wealth Mangement
Georgia
$364K -$46.8K -575 -11%
GAM
489
Griffin Asset Management
New York
$362K
O
490
Ossiam
France
$362K -$94.2K -1,157 -21%
SPC
491
Sigma Planning Corp
Michigan
$357K -$211K -2,588 -37%
CAG
492
Csenge Advisory Group
Florida
$354K -$15.8K -209 -4%
JCM
493
J2 Capital Management
Michigan
$353K +$353K +4,335 New
AA
494
ALPS Advisors
Colorado
$351K +$351K +4,310 New
C
495
Certuity
Florida
$347K +$18.9K +232 +6%
GWM
496
Geneos Wealth Management
Colorado
$347K +$194K +2,386 +127%
AWM
497
Ariadne Wealth Management
California
$342K -$916 -11 -0.3%
Envestnet Portfolio Solutions
498
Envestnet Portfolio Solutions
Illinois
$336K +$65K +798 +24%
TC
499
Truvestments Capital
Florida
$330K +$241K +2,962 +271%
GSC
500
Ground Swell Capital
South Carolina
$323K +$323K +3,972 New