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DocuSign

770 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, 281 increasing their positions, 275 reducing their positions, and 110 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: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
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
PJWM
476
Philip James Wealth Mangement
Georgia
$343K
TC
477
Truvestments Capital
Florida
$341K
AA
478
ALPS Advisors
Colorado
$340K
JSW
479
Journey Strategic Wealth
New Jersey
$337K
CPIG
480
Chicago Partners Investment Group
Illinois
$337K
RCAG
481
Rehmann Capital Advisory Group
Michigan
$336K
AIM
482
Aspen Investment Management
Michigan
$322K
SIA
483
Strategic Investment Advisors
Michigan
$319K
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$314K
TA
485
TFB Advisors
Kansas
$314K
C
486
Certuity
Florida
$314K
AWM
487
Arista Wealth Management
Nevada
$312K
Wealthfront Advisers
488
Wealthfront Advisers
California
$310K
LAM
489
Lingohr Asset Management
Germany
$308K
UAG
490
United Advisor Group
Ohio
$307K
PA
491
Pinnacle Associates
New York
$305K
WP
492
Woodline Partners
California
$305K
Kovitz Investment Group Partners
493
Kovitz Investment Group Partners
Illinois
$304K
KCP
494
Kera Capital Partners
California
$301K
NFP
495
Narus Financial Partners
Utah
$299K
VCM
496
Versant Capital Management
Arizona
$295K
SS
497
Sunbelt Securities
Texas
$292K
OAM
498
Ostrum Asset Management
France
$291K
FCM
499
Frontier Capital Management
Massachusetts
$289K
BPA
500
Beacon Pointe Advisors
California
$280K