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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
551
HB Wealth Management
Georgia
$239K +$239K +2,941 New
SAI
552
Savvy Advisors Inc
New York
$239K +$49.1K +603 +26%
PP
553
Prudential plc
United Kingdom
$238K -$339K -4,162 -59%
SMH
554
Sanders Morris Harris
Texas
$236K
AWM
555
Axxcess Wealth Management
California
$235K +$235K +2,887 New
CPL
556
CAP Partners LLC
Tennessee
$235K +$1.87K +23 +0.8%
UCFA
557
United Capital Financial Advisors
Texas
$232K -$17.4K -214 -7%
QAM
558
Q3 Asset Management
Michigan
$232K +$232K +2,860 New
ETC
559
Exchange Traded Concepts
Oklahoma
$232K -$102K -1,258 -31%
BCA
560
Bay Colony Advisors
Massachusetts
$230K +$230K +2,769 New
RTC
561
Real Talk Capital
Tennessee
$229K +$20.5K +252 +10%
QI
562
Qtron Investments
Massachusetts
$228K +$228K +2,800 New
C
563
Covestor
United Kingdom
$227K -$78K -956 -26%
Bank Julius Baer & Co
564
Bank Julius Baer & Co
Switzerland
$225K -$5.34K -58 -2%
OWA
565
One Wealth Advisors
California
$225K +$225K +2,758 New
IA
566
IFP Advisors
Florida
$223K -$5.05K -62 -2%
OF
567
Optimize Financial
California
$222K -$49.6K -609 -18%
TSS
568
Two Sigma Securities
New York
$222K -$627K -7,708 -74%
HAG
569
HighPoint Advisor Group
Illinois
$220K +$5.68K +69 +3%
MOS
570
MGO One Seven
Ohio
$218K +$218K +2,680 New
FPGK
571
Financial Partners Group (Kansas)
Kansas
$217K -$15K -184 -6%
WA
572
Waverly Advisors
Alabama
$217K +$7.16K +88 +3%
KWM
573
Kingsview Wealth Management
Oregon
$216K +$11.5K +141 +6%
GF
574
Gries Financial
Ohio
$215K -$70.7K -869 -25%
MC
575
Moors & Cabot
Massachusetts
$214K