DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
551
Twin Lakes Capital Management
California
$215K
DS
552
DRW Securities
Illinois
$215K
GSIAS
553
Garden State Investment Advisory Services
New Jersey
$211K
PWM
554
Perigon Wealth Management
California
$207K
CAM
555
Claret Asset Management
Quebec, Canada
$205K
SI
556
Stephens Inc
Arkansas
$203K
GRP
557
Global Retirement Partners
California
$197K
SS
558
Sunbelt Securities
Texas
$195K
ETC
559
Exchange Traded Concepts
Oklahoma
$194K
SFI
560
Siemens Fonds Invest
Germany
$192K
OAM
561
Ostrum Asset Management
France
$186K
IA
562
IFP Advisors
Florida
$180K
FHA
563
Flagship Harbor Advisors
Massachusetts
$175K
GWM
564
Geneos Wealth Management
Colorado
$167K
RIL
565
Rothschild Investment LLC
Illinois
$165K
LSV Asset Management
566
LSV Asset Management
Illinois
$157K
PA
567
Parallel Advisors
California
$147K
RF
568
Rossby Financial
Florida
$144K
GI
569
GAMMA Investing
California
$143K
UB
570
UMB Bank
Missouri
$128K
CA
571
Clearstead Advisors
Ohio
$122K
C
572
Covestor
United Kingdom
$114K
ERSOT
573
Employees Retirement System of Texas
Texas
$113K
UBP
574
Union Bancaire Privee
Switzerland
$111K
BFPW
575
BOK Financial Private Wealth
Colorado
$110K