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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
526
Miracle Mile Advisors
California
$243K +$7.4K +95 +3%
SAI
527
Savvy Advisors Inc
New York
$241K +$12.2K +157 +5%
CFO
528
Callan Family Office
Pennsylvania
$240K +$240K +3,086 New
CWM
529
Cordatus Wealth Management
Pennsylvania
$239K -$2.02K -26 -0.8%
CAM
530
Claret Asset Management
Quebec, Canada
$237K -$64.4K -826 -21%
AWS
531
Atria Wealth Solutions
New York
$236K -$497K -6,326 -68%
GSIAS
532
Garden State Investment Advisory Services
New Jersey
$236K +$3.27K +42 +1%
USCWA
533
U.S. Capital Wealth Advisors
Texas
$235K -$927K -11,902 -80%
MMPW
534
Mitchell McLeod Pugh & Williams
Alabama
$233K – – –
AWM
535
AE Wealth Management
Kansas
$229K +$229K +2,939 New
AWM
536
Axxcess Wealth Management
California
$225K – – –
RTC
537
Real Talk Capital
Tennessee
$225K +$5.84K +75 +3%
CPL
538
CAP Partners LLC
Tennessee
$224K -$935 -12 -0.4%
CIA
539
Concurrent Investment Advisors
Florida
$223K -$369K -4,732 -62%
Jane Street
540
Jane Street
New York
$223K -$1.35M -17,327 -86%
SFI
541
Siemens Fonds Invest
Germany
$218K +$36.4K +467 +20%
MC
542
Moors & Cabot
Massachusetts
$217K +$11.7K +150 +6%
GCM
543
Gallacher Capital Management
Colorado
$216K -$200K -2,570 -48%
UCFA
544
United Capital Financial Advisors
Texas
$212K -$9.74K -125 -4%
OF
545
Optimize Financial
California
$211K -$1.4K -18 -0.7%
PA
546
Parallel Advisors
California
$211K -$160K -2,059 -43%
BRWA
547
B. Riley Wealth Advisors
Florida
$210K +$210K +2,701 New
GRP
548
Global Retirement Partners
California
$208K +$208K +2,673 New
WA
549
Waverly Advisors
Alabama
$207K +$156 +2 +0.1%
C
550
Covestor
United Kingdom
$207K -$9.98K -128 -5%
20 21
22
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