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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Griffin Asset Management
New York
$347K
O
477
Ossiam
France
$347K
PJWM
478
Philip James Wealth Mangement
Georgia
$343K
TC
479
Truvestments Capital
Florida
$341K
AA
480
ALPS Advisors
Colorado
$340K
JSW
481
Journey Strategic Wealth
New Jersey
$337K
CPIG
482
Chicago Partners Investment Group
Illinois
$337K
RCAG
483
Rehmann Capital Advisory Group
Michigan
$336K
AIM
484
Aspen Investment Management
Michigan
$322K
SIA
485
Strategic Investment Advisors
Michigan
$319K
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
$314K
TA
487
TFB Advisors
Kansas
$314K
C
488
Certuity
Florida
$314K
AWM
489
Arista Wealth Management
Nevada
$312K
Wealthfront Advisers
490
Wealthfront Advisers
California
$310K
LAM
491
Lingohr Asset Management
Germany
$308K
UAG
492
United Advisor Group
Ohio
$307K
PA
493
Pinnacle Associates
New York
$305K
WP
494
Woodline Partners
California
$305K
Kovitz Investment Group Partners
495
Kovitz Investment Group Partners
Illinois
$304K
KCP
496
Kera Capital Partners
California
$301K
NFP
497
Narus Financial Partners
Utah
$299K
VCM
498
Versant Capital Management
Arizona
$295K
SS
499
Sunbelt Securities
Texas
$292K
OAM
500
Ostrum Asset Management
France
$291K