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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$210K
GRP
552
Global Retirement Partners
California
$208K
WA
553
Waverly Advisors
Alabama
$207K
C
554
Covestor
United Kingdom
$207K
HAG
555
HighPoint Advisor Group
Illinois
$207K
HAM
556
Hedges Asset Management
Nevada
$206K
OWA
557
One Wealth Advisors
California
$205K
EWA
558
EP Wealth Advisors
California
$205K
SFI
559
SPC Financial Inc
Maryland
$204K
EA
560
Efficient Advisors
Ohio
$203K
RWM
561
Ritholtz Wealth Management
New York
$202K
VFA
562
Valeo Financial Advisors
Indiana
$200K
GWM
563
Geneos Wealth Management
Colorado
$188K
IA
564
IFP Advisors
Florida
$184K
Bank Julius Baer & Co
565
Bank Julius Baer & Co
Switzerland
$180K
TSMHT
566
Thurston Springer Miller Herd & Titak
Indiana
$167K
SAM
567
Smartleaf Asset Management
Massachusetts
$166K
Mirae Asset Global ETFs Holdings
568
Mirae Asset Global ETFs Holdings
Hong Kong
$164K
RF
569
Rossby Financial
Florida
$156K
UB
570
UMB Bank
Missouri
$140K
GTAM
571
Global Trust Asset Management
Florida
$139K
IWA
572
Icon Wealth Advisors
Texas
$138K
RI
573
Ridgewood Investments
New Jersey
$134K
DJSG
574
D.J. St. Germain
Massachusetts
$133K
CA
575
Clearstead Advisors
Ohio
$130K