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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
501
Harvest Fund Management
China
$322K -$1.31M -16,118 -80%
RWM
502
Ritholtz Wealth Management
New York
$320K +$118K +1,449 +58%
UM
503
UniSuper Management
Australia
$317K
UAG
504
United Advisor Group
Ohio
$316K +$32.8K +403 +12%
CAM
505
Claret Asset Management
Quebec, Canada
$315K +$244 +3 +0.1%
OAM
506
Ostrum Asset Management
France
$313K -$1.15M -14,082 -79%
RI
507
Ridgewood Investments
New Jersey
$303K -$93.6K -1,150 -24%
ALAM
508
Asahi Life Asset Management
Japan
$301K -$91.2K -1,120 -23%
AIM
509
Aspen Investment Management
Michigan
$301K -$788K -9,677 -72%
Wealthfront Advisers
510
Wealthfront Advisers
California
$300K -$7K -86 -2%
KCP
511
Kera Capital Partners
California
$294K +$33.9K +416 +13%
IAS
512
Insigneo Advisory Services
Florida
$293K -$4.23K -52 -1%
MGP
513
Metis Global Partners
California
$290K +$63.6K +781 +28%
TA
514
TFB Advisors
Kansas
$289K +$6.68K +82 +2%
MLL
515
Moody Lynn & Lieberson
Massachusetts
$287K +$287K +3,522 New
GI
516
GAMMA Investing
California
$286K +$221K +2,716 +338%
Brown Advisory
517
Brown Advisory
Maryland
$285K +$285K +3,507 New
SFC
518
SYM Financial Corp
Indiana
$283K +$4.97K +61 +2%
SI
519
Stephens Inc
Arkansas
$283K -$11.4K -140 -4%
Mackenzie Financial
520
Mackenzie Financial
Ontario, Canada
$281K +$25.3K +311 +10%
VWM
521
Venturi Wealth Management
Texas
$280K +$69.8K +857 +33%
DWT
522
Dorsey & Whitney Trust
South Dakota
$277K +$4.23K +52 +2%
CIM
523
Cambria Investment Management
California
$275K +$275K +3,373 New
RA
524
RFG Advisory
Alabama
$274K +$274K +3,366 New
ARC
525
Advisor Resource Council
Texas
$271K +$271K +3,420 New