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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
526
Catalyst Funds Management
Australia
$246K +$249K +3,600 New
MOS
527
MGO One Seven
Ohio
$246K +$3.8K +55 +2%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$245K +$37.4K +541 +18%
BP
529
Ballentine Partners
Massachusetts
$241K +$17.6K +254 +8%
BEW
530
Burton Enright Welch
California
$241K -$484 -7 -0.2%
VT
531
Vise Technologies
New York
$239K +$27.2K +393 +13%
DWT
532
Dorsey & Whitney Trust
South Dakota
$239K +$5.05K +73 +2%
VSQM
533
V-Square Quantitative Management
Illinois
$239K +$241K +3,491 New
LSA
534
Leonteq Securities AG
Switzerland
$238K +$72.5K +1,048 +43%
BPA
535
Beacon Pointe Advisors
California
$233K +$11.3K +163 +5%
UM
536
UniSuper Management
Australia
$233K
DCM
537
DGS Capital Management
New Jersey
$230K -$147K -2,132 -39%
MMA
538
Miracle Mile Advisors
California
$227K +$17.1K +247 +8%
KIA
539
Knollwood Investment Advisory
Maryland
$226K
PJWM
540
Philip James Wealth Mangement
Georgia
$223K -$43.4K -628 -16%
SOS
541
Silver Oak Securities
Tennessee
$223K +$484 +7 +0.2%
MFS
542
Mirabella Financial Services
United Kingdom
$223K +$226K +3,264 New
CAG
543
Csenge Advisory Group
Florida
$223K -$28.4K -410 -11%
FPW
544
Fairvoy Private Wealth
Alabama
$222K -$35.6K -515 -14%
AWM
545
Axxcess Wealth Management
California
$221K +$7.75K +112 +4%
CIM
546
Cambria Investment Management
California
$220K -$10.4K -150 -4%
TG
547
TCW Group
California
$219K +$221K +3,195 New
SIA
548
Strategic Investment Advisors
Michigan
$218K -$51K -737 -19%
CCA
549
Childress Capital Advisors
Texas
$218K +$220K +3,181 New
SAM
550
S.A. Mason
Michigan
$217K +$219K +3,170 New