We are live on ! Find out more
DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
551
Chicago Partners Investment Group
Illinois
$245K +$261K +2,981 New
BHCM
552
Brevan Howard Capital Management
Jersey
$245K +$263K +3,007 New
CA
553
Claro Advisors
Massachusetts
$244K +$2.98K +34 +1%
SFG
554
Sovereign Financial Group
Connecticut
$244K -$19.9K -227 -7%
MMPW
555
Mitchell McLeod Pugh & Williams
Alabama
$243K
GSIAS
556
Garden State Investment Advisory Services
New Jersey
$243K +$61.3K +700 +31%
SS
557
Sunbelt Securities
Texas
$242K -$23.5K -268 -8%
JCM
558
Jag Capital Management
Missouri
$241K +$260K +2,964 New
FCM
559
Fieldview Capital Management
Michigan
$240K +$258K +2,950 New
HWM
560
HB Wealth Management
Georgia
$239K +$258K +2,941 New
SAI
561
Savvy Advisors Inc
New York
$239K +$52.8K +603 +26%
PP
562
Prudential plc
United Kingdom
$238K -$365K -4,162 -59%
SMH
563
Sanders Morris Harris
Texas
$236K
AWM
564
Axxcess Wealth Management
California
$235K +$253K +2,887 New
CPL
565
CAP Partners LLC
Tennessee
$235K +$2.02K +23 +0.8%
UCFA
566
United Capital Financial Advisors
Texas
$232K -$18.7K -214 -7%
QAM
567
Q3 Asset Management
Michigan
$232K +$251K +2,860 New
ETC
568
Exchange Traded Concepts
Oklahoma
$232K -$110K -1,258 -31%
BCA
569
Bay Colony Advisors
Massachusetts
$230K +$243K +2,769 New
RTC
570
Real Talk Capital
Tennessee
$229K +$22.1K +252 +10%
QI
571
Qtron Investments
Massachusetts
$228K +$245K +2,800 New
C
572
Covestor
United Kingdom
$227K -$83.7K -956 -26%
Bank Julius Baer & Co
573
Bank Julius Baer & Co
Switzerland
$225K +$22.9K +261 +10%
OWA
574
One Wealth Advisors
California
$225K +$242K +2,758 New
IA
575
IFP Advisors
Florida
$223K -$5.43K -62 -2%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.