DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
526
Dorsey & Whitney Trust
South Dakota
$239K
VSQM
527
V-Square Quantitative Management
Illinois
$239K
LSA
528
Leonteq Securities AG
Switzerland
$238K
BPA
529
Beacon Pointe Advisors
California
$233K
UM
530
UniSuper Management
Australia
$233K
DCM
531
DGS Capital Management
New Jersey
$230K
MMA
532
Miracle Mile Advisors
California
$227K
KIA
533
Knollwood Investment Advisory
Maryland
$226K
PJWM
534
Philip James Wealth Mangement
Georgia
$223K
SOS
535
Silver Oak Securities
Tennessee
$223K
MFS
536
Mirabella Financial Services
United Kingdom
$223K
CAG
537
Csenge Advisory Group
Florida
$223K
FPW
538
Fairvoy Private Wealth
Alabama
$222K
AWM
539
Axxcess Wealth Management
California
$221K
CIM
540
Cambria Investment Management
California
$220K
TG
541
TCW Group
California
$219K
SIA
542
Strategic Investment Advisors
Michigan
$218K
CCA
543
Childress Capital Advisors
Texas
$218K
SAM
544
S.A. Mason
Michigan
$217K
KFA
545
Kapstone Financial Advisors
Ohio
$215K
TLCM
546
Twin Lakes Capital Management
California
$215K
DS
547
DRW Securities
Illinois
$215K
GSIAS
548
Garden State Investment Advisory Services
New Jersey
$211K
PWM
549
Perigon Wealth Management
California
$207K
CAM
550
Claret Asset Management
Quebec, Canada
$205K