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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
576
UMB Bank
Missouri
$140K -$15.8K -195 -10%
GTAM
577
Global Trust Asset Management
Florida
$139K
IWA
578
Icon Wealth Advisors
Texas
$138K
RI
579
Ridgewood Investments
New Jersey
$134K -$162K -2,001 -54%
DJSG
580
D.J. St. Germain
Massachusetts
$133K +$138K +1,705 New
CA
581
Clearstead Advisors
Ohio
$130K +$38K +470 +39%
ERSOT
582
Employees Retirement System of Texas
Texas
$129K +$134K +1,657 New
A
583
AlphaQuest
New York
$129K +$134K +1,654 New
Canada Pension Plan Investment Board
584
Canada Pension Plan Investment Board
Ontario, Canada
$125K +$129K +1,600 New
FIA
585
FNY Investment Advisers
New York
$120K +$125K +1,541 New
CA
586
CoreCap Advisors
Michigan
$117K +$4.21K +52 +4%
LS
587
Livforsakringsbolaget Skandia
Sweden
$117K
HI
588
Horizon Investments
North Carolina
$112K +$5.91K +73 +5%
Cohen & Steers
589
Cohen & Steers
New York
$109K
WA
590
Whipplewood Advisors
Colorado
$101K +$105K +1,300 New
HAI
591
Hennessy Advisors Inc
California
$99.5K +$103K +1,278 New
S
592
SignatureFD
Georgia
$98.1K -$24.7K -305 -20%
AIC
593
Archer Investment Corporation
Indiana
$97.4K
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
$96.1K -$12.7K -157 -11%
FP
595
Financial Perspectives
Minnesota
$91.8K +$17.1K +212 +22%
WTC
596
WhitTier Trust Company
Nevada
$88.3K -$1.05K -13 -1%
RFA
597
Reyes Financial Architecture
California
$88.2K -$82.2K -1,016 -47%
BTI
598
Blue Trust Inc
Georgia
$85.4K -$2.59K -32 -3%
PCM
599
Penserra Capital Management
California
$84K +$87.7K +1,084 New
EWA
600
EverSource Wealth Advisors
Alabama
$83.2K +$3.64K +45 +4%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.