DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
GFG
501
Greenberg Financial Group
Arizona
$282K
EL
502
Essex LLC
Illinois
$282K
TGIA
503
Torrey Growth & Income Advisors
California
$279K
HWM
504
HB Wealth Management
Georgia
$276K
SPA
505
Sherbrooke Park Advisers
New York
$275K
SCM
506
Sterling Capital Management
North Carolina
$273K
PWA
507
Prairie Wealth Advisors
Nebraska
$273K
PP
508
Patten & Patten
Tennessee
$272K
AWM
509
Arista Wealth Management
Nevada
$268K
EC
510
EntryPoint Capital
New York
$267K
CCM
511
Coldstream Capital Management
Washington
$266K
Simplex Trading
512
Simplex Trading
Illinois
$261K
GCM
513
Gallacher Capital Management
Colorado
$261K
LHWM
514
Lake Hills Wealth Management
Texas
$261K
WIA
515
World Investment Advisors
California
$260K
RS
516
R Squared
Hong Kong
$259K
UAG
517
United Advisor Group
Ohio
$255K
WP
518
Woodline Partners
California
$253K
IA
519
Integrity Alliance
Iowa
$252K
HFS
520
Hantz Financial Services
Michigan
$247K
CAG
521
Crestwood Advisors Group
Massachusetts
$247K
CFM
522
Catalyst Funds Management
Australia
$246K
MOS
523
MGO One Seven
Ohio
$246K
USCWA
524
U.S. Capital Wealth Advisors
Texas
$245K
BP
525
Ballentine Partners
Massachusetts
$241K