DOCU icon

DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
526
Knollwood Investment Advisory
Maryland
$269K
PI
527
PFG Investments
New York
$266K +$3.83K +47 +1%
BP
528
Ballentine Partners
Massachusetts
$266K +$14.2K +174 +6%
PA
529
Pinnacle Associates
New York
$264K -$814 -10 -0.3%
AP
530
Adero Partners
California
$263K +$17.3K +212 +7%
TLCM
531
Twin Lakes Capital Management
California
$263K
VSQM
532
V-Square Quantitative Management
Illinois
$260K +$15.1K +186 +6%
SI
533
Seeds Investor
New York
$258K +$258K +3,172 New
VFA
534
Valeo Financial Advisors
Indiana
$256K +$25.6K +314 +11%
FAM
535
Fred Alger Management
New York
$256K +$256K +3,143 New
CWM
536
Cordatus Wealth Management
Pennsylvania
$252K +$252K +3,097 New
OL
537
Optas LLC
Texas
$251K +$17.8K +219 +8%
OIA
538
OneDigital Investment Advisors
Kansas
$249K +$33.7K +414 +16%
MMA
539
Miracle Mile Advisors
California
$246K +$13.4K +165 +6%
TWPM
540
Total Wealth Planning & Management
Florida
$246K -$36.5K -448 -13%
CCM
541
Coldstream Capital Management
Washington
$245K +$245K +3,015 New
CPIG
542
Chicago Partners Investment Group
Illinois
$245K +$245K +2,981 New
BHCM
543
Brevan Howard Capital Management
Jersey
$245K +$245K +3,007 New
CA
544
Claro Advisors
Massachusetts
$244K +$2.77K +34 +1%
SFG
545
Sovereign Financial Group
Connecticut
$244K -$18.5K -227 -7%
MMPW
546
Mitchell McLeod Pugh & Williams
Alabama
$243K
GSIAS
547
Garden State Investment Advisory Services
New Jersey
$243K +$57K +700 +31%
SS
548
Sunbelt Securities
Texas
$242K -$21.8K -268 -8%
JCM
549
Jag Capital Management
Missouri
$241K +$241K +2,964 New
FCM
550
Fieldview Capital Management
Michigan
$240K +$240K +2,950 New