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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
551
Kapstone Financial Advisors
Ohio
$215K -$11.8K -170 -5%
TLCM
552
Twin Lakes Capital Management
California
$215K
DS
553
DRW Securities
Illinois
$215K -$388K -5,607 -64%
GSIAS
554
Garden State Investment Advisory Services
New Jersey
$211K +$4.08K +59 +2%
PWM
555
Perigon Wealth Management
California
$207K +$209K +3,023 New
CAM
556
Claret Asset Management
Quebec, Canada
$205K -$484 -7 -0.2%
SI
557
Stephens Inc
Arkansas
$203K -$9.89K -143 -5%
GRP
558
Global Retirement Partners
California
$197K +$13.8K +200 +7%
SS
559
Sunbelt Securities
Texas
$195K
ETC
560
Exchange Traded Concepts
Oklahoma
$194K +$192K +2,772 +4,698%
SFI
561
Siemens Fonds Invest
Germany
$192K
OAM
562
Ostrum Asset Management
France
$186K -$62.4K -903 -25%
IA
563
IFP Advisors
Florida
$180K +$45.2K +653 +33%
FHA
564
Flagship Harbor Advisors
Massachusetts
$175K -$146K -2,112 -45%
GWM
565
Geneos Wealth Management
Colorado
$167K +$3.53K +51 +2%
RIL
566
Rothschild Investment LLC
Illinois
$165K +$157K +2,277 +1,650%
LSV Asset Management
567
LSV Asset Management
Illinois
$157K -$657K -9,500 -81%
PA
568
Parallel Advisors
California
$147K +$10.9K +158 +8%
RF
569
Rossby Financial
Florida
$144K +$2.63K +38 +2%
GI
570
GAMMA Investing
California
$143K -$42.1K -609 -23%
UB
571
UMB Bank
Missouri
$128K -$112K -1,616 -46%
CA
572
Clearstead Advisors
Ohio
$122K -$6.02K -87 -5%
C
573
Covestor
United Kingdom
$114K -$93.3K -1,349 -45%
ERSOT
574
Employees Retirement System of Texas
Texas
$113K
UBP
575
Union Bancaire Privee
Switzerland
$111K +$118K +1,710 New