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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
576
BOK Financial Private Wealth
Colorado
$110K +$112K +1,615 New
MA
577
Montag & Associates
Georgia
$106K +$108K +1,555 New
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$106K +$36.3K +525 +51%
RS
579
Rakuten Securities
Japan
$105K +$38.2K +552 +56%
EWA
580
EverSource Wealth Advisors
Alabama
$105K +$21.2K +307 +25%
AIC
581
Archer Investment Corporation
Indiana
$105K
QCG
582
Quadrant Capital Group
Ohio
$102K -$540K -7,803 -84%
ACM
583
Aster Capital Management
United Arab Emirates
$99.2K -$20.9K -302 -17%
II
584
Inspire Investing
Idaho
$97.7K +$98.8K +1,429 New
AAM
585
Alphadyne Asset Management
New York
$96.7K +$97.8K +1,414 New
Cohen & Steers
586
Cohen & Steers
New York
$96K
Mirae Asset Global ETFs Holdings
587
Mirae Asset Global ETFs Holdings
Hong Kong
$93.5K -$85.4K -1,235 -47%
WA
588
Whipplewood Advisors
Colorado
$88.9K
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$83.7K -$9.54K -138 -10%
S
590
SignatureFD
Georgia
$83.5K +$3.39K +49 +4%
FP
591
Financial Perspectives
Minnesota
$80.6K
BTI
592
Blue Trust Inc
Georgia
$77.5K +$4.22K +61 +6%
WTC
593
WhitTier Trust Company
Nevada
$75.6K +$8.16K +118 +11%
EP
594
Essential Partners
California
$71.1K +$33.2K +480 +86%
CA
595
CoreCap Advisors
Michigan
$70.2K -$2.56K -37 -3%
RFA
596
Reyes Financial Architecture
California
$66.2K -$553 -8 -0.8%
GAMC
597
Garner Asset Management Corp
Texas
$63.3K +$64K +925 New
Bessemer Group
598
Bessemer Group
New Jersey
$60K +$899 +13 +1%
IUHSA
599
Itau Unibanco Holding S.A.
Brazil
$59.1K +$22.5K +326 +61%
CIBC Private Wealth Group
600
CIBC Private Wealth Group
Georgia
$58.4K +$31.8K +460 +117%