DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
476
Western Wealth Management
Colorado
$412K
AA
477
ALPS Advisors
Colorado
$410K
Truist Financial
478
Truist Financial
North Carolina
$407K
PVM
479
Palogic Value Management
Texas
$407K
C
480
Certuity
Florida
$405K
OL
481
Optas LLC
Texas
$404K
SCA
482
Snowden Capital Advisors
New York
$403K
CF
483
Centaurus Financial
California
$402K
IWC
484
Integrated Wealth Concepts
Massachusetts
$402K
BMCM
485
Burns Matteson Capital Management
New York
$397K
DCM
486
DGS Capital Management
New Jersey
$396K
M&T Bank
487
M&T Bank
New York
$395K
WI
488
Wahed Invest
New York
$394K
AP
489
Americana Partners
Texas
$394K
PWM
490
Prosperity Wealth Management
California
$391K
LFA
491
Legacy Financial Advisors
Kentucky
$386K
IAIM
492
International Assets Investment Management
Florida
$384K
KWA
493
Kingswood Wealth Advisors
California
$384K
KRSITF
494
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$381K
PFS
495
Prospera Financial Services
Texas
$377K
GC
496
Garde Capital
Washington
$374K
CCWM
497
Cassaday & Co Wealth Management
Virginia
$370K
AGAM
498
Audent Global Asset Management
California
$364K
OWP
499
Obermeyer Wealth Partners
Colorado
$360K
Mirae Asset Global Investments
500
Mirae Asset Global Investments
South Korea
$358K