DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TGIA
501
Torrey Growth & Income Advisors
California
$279K
HWM
502
HB Wealth Management
Georgia
$276K
SPA
503
Sherbrooke Park Advisers
New York
$275K
SCM
504
Sterling Capital Management
North Carolina
$273K
PWA
505
Prairie Wealth Advisors
Nebraska
$273K
PP
506
Patten & Patten
Tennessee
$272K
AWM
507
Arista Wealth Management
Nevada
$268K
EC
508
EntryPoint Capital
New York
$267K
CCM
509
Coldstream Capital Management
Washington
$266K
Simplex Trading
510
Simplex Trading
Illinois
$261K
GCM
511
Gallacher Capital Management
Colorado
$261K
LHWM
512
Lake Hills Wealth Management
Texas
$261K
RS
513
R Squared
Hong Kong
$259K
UAG
514
United Advisor Group
Ohio
$255K
WP
515
Woodline Partners
California
$253K
IA
516
Integrity Alliance
Iowa
$252K
HFS
517
Hantz Financial Services
Michigan
$247K
CAG
518
Crestwood Advisors Group
Massachusetts
$247K
CFM
519
Catalyst Funds Management
Australia
$246K
MOS
520
MGO One Seven
Ohio
$246K
USCWA
521
U.S. Capital Wealth Advisors
Texas
$245K
WIA
522
World Investment Advisors
California
$242K
BP
523
Ballentine Partners
Massachusetts
$241K
BEW
524
Burton Enright Welch
California
$241K
VT
525
Vise Technologies
New York
$239K