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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

4% less funds holding

Funds holding: 812783 (-29)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$638M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 122

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-29
Holders Change %
-3.57%
% of All Funds
9.52%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
122
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
476
Garde Capital
Washington
$331K -$24.2K -350 -7%
IP
477
Intellectus Partners
California
$330K -$692 -10 -0.2%
SO
478
STRS Ohio
Ohio
$329K +$553 +8 +0.2%
PA
479
Pinnacle Associates
New York
$328K +$75.9K +1,097 +30%
JCIA
480
Jackson Creek Investment Advisors
Colorado
$327K -$761 -11 -0.2%
VCM
481
Virtue Capital Management
Tennessee
$325K -$378K -5,473 -21%
PI
482
PFG Investments
New York
$319K +$27.8K +402 +9%
DZ Bank
483
DZ Bank
Germany
$317K +$320K +4,631 New
AAP
484
Arax Advisory Partners
Colorado
$316K -$165K -2,379 -34%
SFA
485
Sequoia Financial Advisors
Ohio
$311K +$39.4K +570 +14%
SFG
486
Synergy Financial Group
California
$310K -$12.2K -176 -4%
Pzena Investment Management
487
Pzena Investment Management
New York
$308K +$312K +4,510 New
SFP
488
Sandbox Financial Partners
Maryland
$307K
LP
489
LMR Partners
United Kingdom
$307K -$259K -3,746 -46%
DG
490
DMC Group
Alabama
$306K -$9.4K -136 -3%
JSW
491
Journey Strategic Wealth
New Jersey
$306K +$10.7K +155 +4%
GAM
492
Griffin Asset Management
New York
$304K
GC
493
Grimes & Company
Massachusetts
$300K -$247K -3,578 -45%
HI
494
Horizon Investments
North Carolina
$297K -$354K -5,126 -54%
PP
495
Pingora Partners
Wyoming
$294K
CA
496
Cullinan Associates
Kentucky
$294K +$297K +4,300 New
FAM
497
Fred Alger Management
New York
$292K +$32.3K +467 +12%
AC
498
AlphaCore Capital
California
$291K +$294K +4,256 New
GCP
499
GSA Capital Partners
United Kingdom
$290K -$42.9K -620 -13%
TWPM
500
Total Wealth Planning & Management
Florida
$289K +$292K +4,223 New