DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
501
Oxford Asset Management
United Kingdom
$356K
GCP
502
GSA Capital Partners
United Kingdom
$350K
IP
503
Intellectus Partners
California
$348K
SO
504
STRS Ohio
Ohio
$346K
JCIA
505
Jackson Creek Investment Advisors
Colorado
$345K
MF
506
Magnetar Financial
Illinois
$342K
TC
507
Truvestments Capital
Florida
$340K
SFG
508
Synergy Financial Group
California
$339K
FHA
509
Flagship Harbor Advisors
Massachusetts
$337K
PCA
510
Pallas Capital Advisors
Massachusetts
$337K
DG
511
DMC Group
Alabama
$333K
EI
512
Ethic Inc
New York
$328K
EWM
513
Empirical Wealth Management
Washington
$324K
SFP
514
Sandbox Financial Partners
Maryland
$324K
GAM
515
Griffin Asset Management
New York
$321K
KF
516
Krilogy Financial
Missouri
$312K
JSW
517
Journey Strategic Wealth
New Jersey
$311K
PP
518
Pingora Partners
Wyoming
$310K
FPAS
519
Focus Partners Advisor Solutions
Missouri
$309K
PP
520
Patten & Patten
Tennessee
$307K
PI
521
PFG Investments
New York
$307K
EL
522
Essex LLC
Illinois
$306K
CFP
523
Cascade Financial Partners
California
$303K
CCM
524
Coldstream Capital Management
Washington
$299K
AIM
525
Aspen Investment Management
Michigan
$298K