DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$254K
National Bank of Canada
552
National Bank of Canada
Quebec, Canada
$251K
UB
553
UMB Bank
Missouri
$251K
VCM
554
Voleon Capital Management
California
$249K
VCM
555
Versant Capital Management
Arizona
$248K
DWT
556
Dorsey & Whitney Trust
South Dakota
$247K
IIM
557
INTECH Investment Management
Florida
$246K
UM
558
UniSuper Management
Australia
$245K
CIM
559
Cambria Investment Management
California
$243K
QL
560
Quarry LP
New York
$243K
ACP
561
Arcus Capital Partners
Georgia
$242K
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$242K
KFA
563
Kapstone Financial Advisors
Ohio
$239K
KIA
564
Knollwood Investment Advisory
Maryland
$238K
BP
565
Ballentine Partners
Massachusetts
$236K
SCM
566
Sterling Capital Management
North Carolina
$235K
NFP
567
Narus Financial Partners
Utah
$235K
RTC
568
Real Talk Capital
Tennessee
$235K
MWM
569
Moran Wealth Management
Florida
$235K
BPA
570
Beacon Pointe Advisors
California
$234K
SOS
571
Silver Oak Securities
Tennessee
$232K
TLCM
572
Twin Lakes Capital Management
California
$227K
AWM
573
Axxcess Wealth Management
California
$225K
Bank of Nova Scotia
574
Bank of Nova Scotia
Ontario, Canada
$225K
SI
575
Stephens Inc
Arkansas
$225K