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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
551
Siemens Fonds Invest
Germany
$218K +$37.8K +467 +20%
MC
552
Moors & Cabot
Massachusetts
$217K +$12.1K +150 +6%
GCM
553
Gallacher Capital Management
Colorado
$216K -$208K -2,570 -48%
UCFA
554
United Capital Financial Advisors
Texas
$212K -$10.1K -125 -4%
OF
555
Optimize Financial
California
$211K -$1.46K -18 -0.7%
PA
556
Parallel Advisors
California
$211K -$167K -2,059 -43%
BRWA
557
B. Riley Wealth Advisors
Florida
$210K +$219K +2,701 New
GRP
558
Global Retirement Partners
California
$208K +$216K +2,673 New
WA
559
Waverly Advisors
Alabama
$207K +$162 +2 +0.1%
C
560
Covestor
United Kingdom
$207K -$10.4K -128 -5%
HAG
561
HighPoint Advisor Group
Illinois
$207K -$1.62K -20 -0.7%
HAM
562
Hedges Asset Management
Nevada
$206K +$214K +2,650 New
OWA
563
One Wealth Advisors
California
$205K -$9.95K -123 -4%
EWA
564
EP Wealth Advisors
California
$205K +$213K +2,635 New
SFI
565
SPC Financial Inc
Maryland
$204K
EA
566
Efficient Advisors
Ohio
$203K +$211K +2,612 New
RWM
567
Ritholtz Wealth Management
New York
$202K -$108K -1,338 -34%
VFA
568
Valeo Financial Advisors
Indiana
$200K -$46.3K -572 -18%
GWM
569
Geneos Wealth Management
Colorado
$188K -$149K -1,843 -43%
IA
570
IFP Advisors
Florida
$184K -$101K -1,254 -46%
Bank Julius Baer & Co
571
Bank Julius Baer & Co
Switzerland
$180K -$36.9K -456 -16%
TSMHT
572
Thurston Springer Miller Herd & Titak
Indiana
$167K +$18.2K +225 +12%
SAM
573
Smartleaf Asset Management
Massachusetts
$166K +$13.3K +165 +8%
Mirae Asset Global ETFs Holdings
574
Mirae Asset Global ETFs Holdings
Hong Kong
$164K +$73.9K +913 +77%
RF
575
Rossby Financial
Florida
$156K -$6.39K -79 -4%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.