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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
526
Inscription Capital
Texas
$248K
TWPM
527
Total Wealth Planning & Management
Florida
$247K
PI
528
PFG Investments
New York
$246K
VSQM
529
V-Square Quantitative Management
Illinois
$245K
MMA
530
Miracle Mile Advisors
California
$243K
SAI
531
Savvy Advisors Inc
New York
$241K
CFO
532
Callan Family Office
Pennsylvania
$240K
CWM
533
Cordatus Wealth Management
Pennsylvania
$239K
CAM
534
Claret Asset Management
Quebec, Canada
$237K
AWS
535
Atria Wealth Solutions
New York
$236K
GSIAS
536
Garden State Investment Advisory Services
New Jersey
$236K
USCWA
537
U.S. Capital Wealth Advisors
Texas
$235K
MMPW
538
Mitchell McLeod Pugh & Williams
Alabama
$233K
AWM
539
AE Wealth Management
Kansas
$229K
AWM
540
Axxcess Wealth Management
California
$225K
RTC
541
Real Talk Capital
Tennessee
$225K
CPL
542
CAP Partners LLC
Tennessee
$224K
CIA
543
Concurrent Investment Advisors
Florida
$223K
Jane Street
544
Jane Street
New York
$223K
SFI
545
Siemens Fonds Invest
Germany
$218K
MC
546
Moors & Cabot
Massachusetts
$217K
GCM
547
Gallacher Capital Management
Colorado
$216K
UCFA
548
United Capital Financial Advisors
Texas
$212K
OF
549
Optimize Financial
California
$211K
PA
550
Parallel Advisors
California
$211K