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DocuSign

797 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
119
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
576
SPC Financial Inc
Maryland
$214K +$4.07K +50 +2%
DADC
577
D.A. Davidson & Co
Montana
$211K +$211K +2,591 New
PEAK6
578
PEAK6
Illinois
$210K +$210K +2,575 New
FFA
579
Founders Financial Alliance
North Carolina
$206K +$206K +2,535 New
GLA
580
Good Life Advisors
Pennsylvania
$206K +$4.15K +51 +2%
CI
581
Corient IA
Florida
$204K +$204K +2,500 New
PWP
582
Perfromance Wealth Partners
Illinois
$204K +$204K +2,500 New
IWA
583
IVC Wealth Advisors
Pennsylvania
$203K
WIA
584
Wealthedge Investment Advisors
New York
$202K +$202K +2,477 New
MAWCM
585
Mine & Arao Wealth Creation & Management
California
$200K
SFI
586
Siemens Fonds Invest
Germany
$190K +$190K +2,336 New
RFA
587
Reyes Financial Architecture
California
$175K +$40.5K +498 +30%
RF
588
Rossby Financial
Florida
$173K +$173K +2,084 New
SAM
589
Smartleaf Asset Management
Massachusetts
$167K -$16.6K -200 -9%
UB
590
UMB Bank
Missouri
$162K +$86.7K +1,065 +115%
TSMHT
591
Thurston Springer Miller Herd & Titak
Indiana
$156K +$28.5K +350 +22%
GTAM
592
Global Trust Asset Management
Florida
$145K -$31.9K -392 -18%
IWA
593
Icon Wealth Advisors
Texas
$144K +$2.2K +27 +2%
S
594
SignatureFD
Georgia
$127K -$9.93K -122 -7%
LS
595
Livforsakringsbolaget Skandia
Sweden
$122K
CA
596
CoreCap Advisors
Michigan
$119K -$47.9K -588 -29%
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$116K +$30.3K +430 +35%
Mirae Asset Global Investments
598
Mirae Asset Global Investments
South Korea
$115K -$94K -1,130 -45%
Cohen & Steers
599
Cohen & Steers
New York
$114K +$114K +1,400 New
MCI
600
MRP Capital Investments
Georgia
$114K +$114K +1,400 New