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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
501
Sterling Capital Management
North Carolina
$272K +$220K +2,824 +420%
N
502
Natixis
France
$272K +$272K +3,489 New
RA
503
RFG Advisory
Alabama
$270K +$7.79K +100 +3%
ETC
504
Exchange Traded Concepts
Oklahoma
$268K +$46K +590 +21%
BP
505
Ballentine Partners
Massachusetts
$267K +$13.2K +169 +5%
CCM
506
Coldstream Capital Management
Washington
$267K +$31.9K +409 +14%
GI
507
GAMMA Investing
California
$266K -$7.87K -101 -3%
TRCT
508
Tower Research Capital (TRC)
New York
$266K -$269K -3,450 -50%
DWT
509
Dorsey & Whitney Trust
South Dakota
$266K +$857 +11 +0.3%
UM
510
UniSuper Management
Australia
$265K -$38.9K -500 -13%
CIM
511
Cambria Investment Management
California
$263K – – –
MOS
512
MGO One Seven
Ohio
$261K +$52.3K +672 +25%
ACP
513
Arcus Capital Partners
Georgia
$261K +$261K +3,346 New
Holocene Advisors
514
Holocene Advisors
New York
$260K +$260K +3,341 New
KIA
515
Knollwood Investment Advisory
Maryland
$257K – – –
VI
516
Versor Investments
New York
$257K +$257K +3,300 New
KFA
517
Kapstone Financial Advisors
Ohio
$256K +$256K +3,285 New
SI
518
Stephens Inc
Arkansas
$254K -$16.6K -213 -6%
TLCM
519
Twin Lakes Capital Management
California
$250K -$1.71K -22 -0.7%
EH
520
Equitable Holdings
New York
$250K +$250K +3,208 New
OIA
521
OneDigital Investment Advisors
Kansas
$250K +$11.1K +143 +5%
IC
522
Inscription Capital
Texas
$248K +$248K +3,181 New
TWPM
523
Total Wealth Planning & Management
Florida
$247K +$11.4K +146 +5%
PI
524
PFG Investments
New York
$246K -$8.33K -107 -3%
VSQM
525
V-Square Quantitative Management
Illinois
$245K -$3.74K -48 -2%
19 20
21
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