DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 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: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
MOS
526
MGO One Seven
Ohio
$246K
USCWA
527
U.S. Capital Wealth Advisors
Texas
$245K
BP
528
Ballentine Partners
Massachusetts
$241K
BEW
529
Burton Enright Welch
California
$241K
VT
530
Vise Technologies
New York
$239K
DWT
531
Dorsey & Whitney Trust
South Dakota
$239K
VSQM
532
V-Square Quantitative Management
Illinois
$239K
LSA
533
Leonteq Securities AG
Switzerland
$238K
BPA
534
Beacon Pointe Advisors
California
$233K
UM
535
UniSuper Management
Australia
$233K
DCM
536
DGS Capital Management
New Jersey
$230K
MMA
537
Miracle Mile Advisors
California
$227K
KIA
538
Knollwood Investment Advisory
Maryland
$226K
PJWM
539
Philip James Wealth Mangement
Georgia
$223K
SOS
540
Silver Oak Securities
Tennessee
$223K
MFS
541
Mirabella Financial Services
United Kingdom
$223K
CAG
542
Csenge Advisory Group
Florida
$223K
FPW
543
Fairvoy Private Wealth
Alabama
$222K
AWM
544
Axxcess Wealth Management
California
$221K
CIM
545
Cambria Investment Management
California
$220K
TG
546
TCW Group
California
$219K
SIA
547
Strategic Investment Advisors
Michigan
$218K
CCA
548
Childress Capital Advisors
Texas
$218K
SAM
549
S.A. Mason
Michigan
$217K
KFA
550
Kapstone Financial Advisors
Ohio
$215K