DOCU

DocuSign

769 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
476
PFG Investments
New York
$319K
DZ Bank
477
DZ Bank
Germany
$317K
AAP
478
Arax Advisory Partners
Colorado
$316K
SFA
479
Sequoia Financial Advisors
Ohio
$311K
SFG
480
Synergy Financial Group
California
$310K
Pzena Investment Management
481
Pzena Investment Management
New York
$308K
SFP
482
Sandbox Financial Partners
Maryland
$307K
LP
483
LMR Partners
United Kingdom
$307K
DG
484
DMC Group
Alabama
$306K
JSW
485
Journey Strategic Wealth
New Jersey
$306K
GAM
486
Griffin Asset Management
New York
$304K
GC
487
Grimes & Company
Massachusetts
$300K
HI
488
Horizon Investments
North Carolina
$297K
PP
489
Pingora Partners
Wyoming
$294K
CA
490
Cullinan Associates
Kentucky
$294K
FAM
491
Fred Alger Management
New York
$292K
AC
492
AlphaCore Capital
California
$291K
GCP
493
GSA Capital Partners
United Kingdom
$290K
TWPM
494
Total Wealth Planning & Management
Florida
$289K
CFP
495
Cascade Financial Partners
California
$287K
AC
496
AXQ Capital
New Jersey
$286K
AIM
497
Aspen Investment Management
Michigan
$283K
ICP
498
Interchange Capital Partners
Pennsylvania
$282K
GFG
499
Greenberg Financial Group
Arizona
$282K
EL
500
Essex LLC
Illinois
$282K