DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
PWM
551
Perigon Wealth Management
California
$207K
CAM
552
Claret Asset Management
Quebec, Canada
$205K
SI
553
Stephens Inc
Arkansas
$203K
GRP
554
Global Retirement Partners
California
$197K
SS
555
Sunbelt Securities
Texas
$195K
ETC
556
Exchange Traded Concepts
Oklahoma
$194K
SFI
557
Siemens Fonds Invest
Germany
$192K
OAM
558
Ostrum Asset Management
France
$186K
IA
559
IFP Advisors
Florida
$180K
FHA
560
Flagship Harbor Advisors
Massachusetts
$175K
GWM
561
Geneos Wealth Management
Colorado
$167K
RIL
562
Rothschild Investment LLC
Illinois
$165K
LSV Asset Management
563
LSV Asset Management
Illinois
$157K
PA
564
Parallel Advisors
California
$147K
RF
565
Rossby Financial
Florida
$144K
GI
566
GAMMA Investing
California
$143K
UB
567
UMB Bank
Missouri
$128K
CA
568
Clearstead Advisors
Ohio
$122K
C
569
Covestor
United Kingdom
$114K
ERSOT
570
Employees Retirement System of Texas
Texas
$113K
UBP
571
Union Bancaire Privee
Switzerland
$111K
BFPW
572
BOK Financial Private Wealth
Colorado
$110K
MA
573
Montag & Associates
Georgia
$106K
Kayne Anderson Rudnick Investment Management
574
Kayne Anderson Rudnick Investment Management
California
$106K
RS
575
Rakuten Securities
Japan
$105K