DOCU icon

DocuSign

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
HAG
551
HighPoint Advisor Group
Illinois
$207K -$1.56K -20 -0.7%
HAM
552
Hedges Asset Management
Nevada
$206K +$206K +2,650 New
OWA
553
One Wealth Advisors
California
$205K -$9.58K -123 -4%
EWA
554
EP Wealth Advisors
California
$205K +$205K +2,635 New
SFI
555
SPC Financial Inc
Maryland
$204K
EA
556
Efficient Advisors
Ohio
$203K +$203K +2,612 New
RWM
557
Ritholtz Wealth Management
New York
$202K -$104K -1,338 -34%
VFA
558
Valeo Financial Advisors
Indiana
$200K -$44.6K -572 -18%
GWM
559
Geneos Wealth Management
Colorado
$188K -$144K -1,843 -43%
IA
560
IFP Advisors
Florida
$184K -$156K -1,254 -46%
Bank Julius Baer & Co
561
Bank Julius Baer & Co
Switzerland
$180K -$10.7K -137 -6%
TSMHT
562
Thurston Springer Miller Herd & Titak
Indiana
$167K +$17.5K +225 +12%
SAM
563
Smartleaf Asset Management
Massachusetts
$166K +$12.6K +165 +8%
Mirae Asset Global ETFs Holdings
564
Mirae Asset Global ETFs Holdings
Hong Kong
$164K +$71.1K +913 +77%
RF
565
Rossby Financial
Florida
$156K -$6.15K -79 -4%
UB
566
UMB Bank
Missouri
$140K -$15.2K -195 -10%
GTAM
567
Global Trust Asset Management
Florida
$139K
IWA
568
Icon Wealth Advisors
Texas
$138K
RI
569
Ridgewood Investments
New Jersey
$134K -$156K -2,001 -54%
DJSG
570
D.J. St. Germain
Massachusetts
$133K +$133K +1,705 New
CA
571
Clearstead Advisors
Ohio
$130K +$36.6K +470 +39%
ERSOT
572
Employees Retirement System of Texas
Texas
$129K +$129K +1,657 New
A
573
AlphaQuest
New York
$129K +$129K +1,654 New
Canada Pension Plan Investment Board
574
Canada Pension Plan Investment Board
Ontario, Canada
$125K +$125K +1,600 New
FIA
575
FNY Investment Advisers
New York
$120K +$120K +1,541 New