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DOCU

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 121 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%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

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
-28
Holders Change %
-3.45%
% of All Funds
9.53%
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
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
501
Cascade Financial Partners
California
$287K
AC
502
AXQ Capital
New Jersey
$286K +$289K +4,184 New
AIM
503
Aspen Investment Management
Michigan
$283K
ICP
504
Interchange Capital Partners
Pennsylvania
$282K +$285K +4,125 New
GFG
505
Greenberg Financial Group
Arizona
$282K +$285K +4,120 New
EL
506
Essex LLC
Illinois
$282K -$8.64K -125 -3%
TGIA
507
Torrey Growth & Income Advisors
California
$279K -$154K -2,224 -35%
HWM
508
HB Wealth Management
Georgia
$276K +$279K +4,029 New
SPA
509
Sherbrooke Park Advisers
New York
$275K -$702K -10,152 -72%
SCM
510
Sterling Capital Management
North Carolina
$273K +$50.1K +725 +22%
PWA
511
Prairie Wealth Advisors
Nebraska
$273K -$567K -8,193 Closed
PP
512
Patten & Patten
Tennessee
$272K -$20.3K -293 -7%
AWM
513
Arista Wealth Management
Nevada
$268K -$6.43K -93 -2%
EC
514
EntryPoint Capital
New York
$267K
CCM
515
Coldstream Capital Management
Washington
$266K -$17.8K -257 -6%
Simplex Trading
516
Simplex Trading
Illinois
$261K -$1.18M -17,091 -82%
GCM
517
Gallacher Capital Management
Colorado
$261K -$190K -2,744 -42%
LHWM
518
Lake Hills Wealth Management
Texas
$261K +$264K +3,817 New
WIA
519
World Investment Advisors
California
$260K -$1.18K -17 -0.4%
RS
520
R Squared
Hong Kong
$259K +$262K +3,786 New
UAG
521
United Advisor Group
Ohio
$255K -$4.29K -62 -2%
WP
522
Woodline Partners
California
$253K -$66.1M -955,232 -100%
IA
523
Integrity Alliance
Iowa
$252K +$255K +3,684 New
HFS
524
Hantz Financial Services
Michigan
$247K +$66K +955 +36%
CAG
525
Crestwood Advisors Group
Massachusetts
$247K +$250K +3,608 New