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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
526
Burton Enright Welch
California
$285K +$88 +1 +0%
SFC
527
SYM Financial Corp
Indiana
$283K +$5.34K +61 +2%
SI
528
Stephens Inc
Arkansas
$283K -$12.3K -140 -4%
Mackenzie Financial
529
Mackenzie Financial
Ontario, Canada
$281K +$27.2K +311 +10%
VWM
530
Venturi Wealth Management
Texas
$280K +$75.1K +857 +33%
DWT
531
Dorsey & Whitney Trust
South Dakota
$277K +$4.55K +52 +2%
CIM
532
Cambria Investment Management
California
$275K +$295K +3,373 New
RA
533
RFG Advisory
Alabama
$274K +$295K +3,366 New
ARC
534
Advisor Resource Council
Texas
$271K +$300K +3,420 New
KIA
535
Knollwood Investment Advisory
Maryland
$269K – – –
PI
536
PFG Investments
New York
$266K +$4.12K +47 +1%
BP
537
Ballentine Partners
Massachusetts
$266K +$15.2K +174 +6%
PA
538
Pinnacle Associates
New York
$264K -$876 -10 -0.3%
AP
539
Adero Partners
California
$263K +$18.6K +212 +7%
TLCM
540
Twin Lakes Capital Management
California
$263K – – –
VSQM
541
V-Square Quantitative Management
Illinois
$260K +$16.3K +186 +6%
SI
542
Seeds Investor
New York
$258K +$278K +3,172 New
VFA
543
Valeo Financial Advisors
Indiana
$256K +$27.5K +314 +11%
FAM
544
Fred Alger Management
New York
$256K +$275K +3,143 New
CWM
545
Cordatus Wealth Management
Pennsylvania
$252K +$271K +3,097 New
OL
546
Optas LLC
Texas
$251K +$19.2K +219 +8%
OIA
547
OneDigital Investment Advisors
Kansas
$249K +$36.3K +414 +16%
MMA
548
Miracle Mile Advisors
California
$246K +$14.5K +165 +6%
TWPM
549
Total Wealth Planning & Management
Florida
$246K -$39.2K -448 -13%
CCM
550
Coldstream Capital Management
Washington
$245K +$264K +3,015 New
20 21
22
23 24

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.