DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 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: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
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
SI
551
Stephens Inc
Arkansas
$203K
GRP
552
Global Retirement Partners
California
$197K
SS
553
Sunbelt Securities
Texas
$195K
ETC
554
Exchange Traded Concepts
Oklahoma
$194K
SFI
555
Siemens Fonds Invest
Germany
$192K
OAM
556
Ostrum Asset Management
France
$186K
IA
557
IFP Advisors
Florida
$180K
FHA
558
Flagship Harbor Advisors
Massachusetts
$175K
GWM
559
Geneos Wealth Management
Colorado
$167K
RIL
560
Rothschild Investment LLC
Illinois
$165K
LSV Asset Management
561
LSV Asset Management
Illinois
$157K
PA
562
Parallel Advisors
California
$147K
RF
563
Rossby Financial
Florida
$144K
GI
564
GAMMA Investing
California
$143K
UB
565
UMB Bank
Missouri
$128K
CA
566
Clearstead Advisors
Ohio
$122K
C
567
Covestor
United Kingdom
$114K
ERSOT
568
Employees Retirement System of Texas
Texas
$113K
UBP
569
Union Bancaire Privee
Switzerland
$111K
BFPW
570
BOK Financial Private Wealth
Colorado
$110K
MA
571
Montag & Associates
Georgia
$106K
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$106K
RS
573
Rakuten Securities
Japan
$105K
EWA
574
EverSource Wealth Advisors
Alabama
$105K
AIC
575
Archer Investment Corporation
Indiana
$105K