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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
526
Taylor Financial Group
Virginia
$288K
SFA
527
Sequoia Financial Advisors
Ohio
$286K
CWM
528
Calamos Wealth Management
Illinois
$286K
LAM
529
Lingohr Asset Management
Germany
$285K
SIA
530
Strategic Investment Advisors
Michigan
$283K
RCAG
531
Rehmann Capital Advisory Group
Michigan
$283K
EC
532
EntryPoint Capital
New York
$281K
PJWM
533
Philip James Wealth Mangement
Georgia
$281K
IAA
534
Independent Advisor Alliance
North Carolina
$279K
AWM
535
AE Wealth Management
Kansas
$277K
WIA
536
World Investment Advisors
California
$275K
FAM
537
Fred Alger Management
New York
$274K
UAG
538
United Advisor Group
Ohio
$273K
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$271K
FPW
540
Fairvoy Private Wealth
Alabama
$271K
BIG
541
Brooklyn Investment Group
New York
$271K
Kovitz Investment Group Partners
542
Kovitz Investment Group Partners
Illinois
$268K
KCP
543
Kera Capital Partners
California
$267K
PA
544
Pinnacle Associates
New York
$266K
CAG
545
Csenge Advisory Group
Florida
$264K
OAM
546
Ostrum Asset Management
France
$261K
MOS
547
MGO One Seven
Ohio
$255K
VFA
548
Valeo Financial Advisors
Indiana
$254K
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$251K
UB
550
UMB Bank
Missouri
$251K