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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
526
Versor Investments
New York
$257K +$267K +3,300 New
KFA
527
Kapstone Financial Advisors
Ohio
$256K +$266K +3,285 New
SI
528
Stephens Inc
Arkansas
$254K -$17.2K -213 -6%
TLCM
529
Twin Lakes Capital Management
California
$250K -$1.78K -22 -0.7%
EH
530
Equitable Holdings
New York
$250K +$260K +3,208 New
OIA
531
OneDigital Investment Advisors
Kansas
$250K +$11.6K +143 +5%
IC
532
Inscription Capital
Texas
$248K +$257K +3,181 New
TWPM
533
Total Wealth Planning & Management
Florida
$247K +$11.8K +146 +5%
PI
534
PFG Investments
New York
$246K -$8.66K -107 -3%
VSQM
535
V-Square Quantitative Management
Illinois
$245K -$3.88K -48 -2%
MMA
536
Miracle Mile Advisors
California
$243K +$7.68K +95 +3%
SAI
537
Savvy Advisors Inc
New York
$241K +$12.7K +157 +5%
CFO
538
Callan Family Office
Pennsylvania
$240K +$250K +3,086 New
CWM
539
Cordatus Wealth Management
Pennsylvania
$239K -$2.1K -26 -0.8%
CAM
540
Claret Asset Management
Quebec, Canada
$237K -$66.8K -826 -21%
AWS
541
Atria Wealth Solutions
New York
$236K -$512K -6,326 -68%
GSIAS
542
Garden State Investment Advisory Services
New Jersey
$236K +$3.4K +42 +1%
USCWA
543
U.S. Capital Wealth Advisors
Texas
$235K -$963K -11,902 -80%
MMPW
544
Mitchell McLeod Pugh & Williams
Alabama
$233K
AWM
545
AE Wealth Management
Kansas
$229K +$238K +2,939 New
AWM
546
Axxcess Wealth Management
California
$225K
RTC
547
Real Talk Capital
Tennessee
$225K +$6.07K +75 +3%
CPL
548
CAP Partners LLC
Tennessee
$224K -$971 -12 -0.4%
CIA
549
Concurrent Investment Advisors
Florida
$223K -$383K -4,732 -62%
Jane Street
550
Jane Street
New York
$223K -$1.4M -17,327 -86%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.