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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
501
J2 Capital Management
Michigan
$353K +$380K +4,335 New
AA
502
ALPS Advisors
Colorado
$351K +$378K +4,310 New
C
503
Certuity
Florida
$347K +$20.3K +232 +6%
GWM
504
Geneos Wealth Management
Colorado
$347K +$209K +2,386 +127%
AWM
505
Ariadne Wealth Management
California
$342K -$963 -11 -0.3%
Envestnet Portfolio Solutions
506
Envestnet Portfolio Solutions
Illinois
$336K +$69.9K +798 +24%
TC
507
Truvestments Capital
Florida
$330K +$259K +2,962 +271%
GSC
508
Ground Swell Capital
South Carolina
$323K +$348K +3,972 New
HFM
509
Harvest Fund Management
China
$322K -$1.41M -16,118 -80%
RWM
510
Ritholtz Wealth Management
New York
$320K +$127K +1,449 +58%
UM
511
UniSuper Management
Australia
$317K – – –
UAG
512
United Advisor Group
Ohio
$316K +$35.3K +403 +12%
CAM
513
Claret Asset Management
Quebec, Canada
$315K +$263 +3 +0.1%
OAM
514
Ostrum Asset Management
France
$313K -$1.23M -14,082 -79%
RI
515
Ridgewood Investments
New Jersey
$303K -$101K -1,150 -24%
ALAM
516
Asahi Life Asset Management
Japan
$301K -$98.1K -1,120 -23%
AIM
517
Aspen Investment Management
Michigan
$301K -$848K -9,677 -72%
Wealthfront Advisers
518
Wealthfront Advisers
California
$300K -$7.53K -86 -2%
KCP
519
Kera Capital Partners
California
$294K +$36.4K +416 +13%
IAS
520
Insigneo Advisory Services
Florida
$293K -$4.55K -52 -1%
MGP
521
Metis Global Partners
California
$290K +$68.4K +781 +28%
TA
522
TFB Advisors
Kansas
$289K +$7.18K +82 +2%
MLL
523
Moody Lynn & Lieberson
Massachusetts
$287K +$308K +3,522 New
GI
524
GAMMA Investing
California
$286K +$238K +2,716 +338%
Brown Advisory
525
Brown Advisory
Maryland
$285K +$307K +3,507 New
19 20
21
22 23

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.