DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
576
Vise Technologies
New York
$224K
OIA
577
OneDigital Investment Advisors
Kansas
$222K
MMA
578
Miracle Mile Advisors
California
$222K
USCWA
579
U.S. Capital Wealth Advisors
Texas
$220K
NAM
580
NorthCrest Asset Manangement
Minnesota
$219K
GSIAS
581
Garden State Investment Advisory Services
New Jersey
$218K
C
582
Covestor
United Kingdom
$217K
PCM
583
PAR Capital Management
Massachusetts
$216K
CAM
584
Claret Asset Management
Quebec, Canada
$216K
CWM
585
Cordatus Wealth Management
Pennsylvania
$215K
SAI
586
Savvy Advisors Inc
New York
$214K
IAS
587
Insigneo Advisory Services
Florida
$213K
Fisher Asset Management
588
Fisher Asset Management
Washington
$213K
TA
589
TFB Advisors
Kansas
$213K
MMPW
590
Mitchell McLeod Pugh & Williams
Alabama
$211K
Wolverine Trading
591
Wolverine Trading
Illinois
$210K
IFU
592
iSAM Funds (UK)
United Kingdom
$209K
SS
593
Sunbelt Securities
Texas
$206K
PA
594
PharVision Advisers
Florida
$206K
SFI
595
Siemens Fonds Invest
Germany
$200K
SAM
596
Smartleaf Asset Management
Massachusetts
$197K
GI
597
GAMMA Investing
California
$195K
GRP
598
Global Retirement Partners
California
$194K
HFS
599
Hantz Financial Services
Michigan
$192K
Mirae Asset Global ETFs Holdings
600
Mirae Asset Global ETFs Holdings
Hong Kong
$188K