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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
US Bancorp
476
US Bancorp
Minnesota
$356K -$5.91K -73 -2%
CIC
477
Chilton Investment Company
Connecticut
$354K
Squarepoint
478
Squarepoint
New York
$353K -$21.1M -260,352 -98%
SFP
479
Sandbox Financial Partners
Maryland
$350K +$364K +4,494 New
PP
480
Patten & Patten
Tennessee
$348K -$87.4K -1,080 -19%
GAM
481
Griffin Asset Management
New York
$347K
O
482
Ossiam
France
$347K
PJWM
483
Philip James Wealth Mangement
Georgia
$343K -$5.83K -72 -2%
TC
484
Truvestments Capital
Florida
$341K +$26.3K +325 +8%
AA
485
ALPS Advisors
Colorado
$340K +$4.29K +53 +1%
JSW
486
Journey Strategic Wealth
New Jersey
$337K -$62.7K -775 -15%
CPIG
487
Chicago Partners Investment Group
Illinois
$337K +$93.4K +1,154 +39%
RCAG
488
Rehmann Capital Advisory Group
Michigan
$336K -$101K -1,244 -22%
AIM
489
Aspen Investment Management
Michigan
$322K +$35.2K +435 +12%
SIA
490
Strategic Investment Advisors
Michigan
$319K +$332K +4,099 New
National Bank of Canada
491
National Bank of Canada
Quebec, Canada
$314K -$590K -7,299 -64%
TA
492
TFB Advisors
Kansas
$314K +$38.8K +479 +13%
C
493
Certuity
Florida
$314K -$19.7K -243 -6%
AWM
494
Arista Wealth Management
Nevada
$312K +$324K +4,000 New
Wealthfront Advisers
495
Wealthfront Advisers
California
$310K +$24K +297 +8%
LAM
496
Lingohr Asset Management
Germany
$308K -$6.53M -80,706 -95%
UAG
497
United Advisor Group
Ohio
$307K +$4.93K +61 +2%
PA
498
Pinnacle Associates
New York
$305K +$53.8K +665 +20%
WP
499
Woodline Partners
California
$305K +$316K +3,912 New
Kovitz Investment Group Partners
500
Kovitz Investment Group Partners
Illinois
$304K -$51.8K -640 -14%

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.