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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
IP
501
Intellectus Partners
California
$348K
SO
502
STRS Ohio
Ohio
$346K
JCIA
503
Jackson Creek Investment Advisors
Colorado
$345K
MF
504
Magnetar Financial
Illinois
$342K
TC
505
Truvestments Capital
Florida
$340K
SFG
506
Synergy Financial Group
California
$339K
FHA
507
Flagship Harbor Advisors
Massachusetts
$337K
PCA
508
Pallas Capital Advisors
Massachusetts
$337K
DG
509
DMC Group
Alabama
$333K
EI
510
Ethic Inc
New York
$328K
EWM
511
Empirical Wealth Management
Washington
$324K
SFP
512
Sandbox Financial Partners
Maryland
$324K
GAM
513
Griffin Asset Management
New York
$321K
KF
514
Krilogy Financial
Missouri
$312K
JSW
515
Journey Strategic Wealth
New Jersey
$311K
PP
516
Pingora Partners
Wyoming
$310K
FPAS
517
Focus Partners Advisor Solutions
Missouri
$309K
PP
518
Patten & Patten
Tennessee
$307K
PI
519
PFG Investments
New York
$307K
EL
520
Essex LLC
Illinois
$306K
CFP
521
Cascade Financial Partners
California
$303K
CCM
522
Coldstream Capital Management
Washington
$299K
AIM
523
Aspen Investment Management
Michigan
$298K
UCFA
524
United Capital Financial Advisors
Texas
$294K
AWM
525
Arista Wealth Management
Nevada
$289K