DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 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: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
MA
576
Montag & Associates
Georgia
$106K
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$106K
RS
578
Rakuten Securities
Japan
$105K
EWA
579
EverSource Wealth Advisors
Alabama
$105K
AIC
580
Archer Investment Corporation
Indiana
$105K
QCG
581
Quadrant Capital Group
Ohio
$102K
ACM
582
Aster Capital Management
United Arab Emirates
$99.2K
II
583
Inspire Investing
Idaho
$97.7K
AAM
584
Alphadyne Asset Management
New York
$96.7K
Cohen & Steers
585
Cohen & Steers
New York
$96K
Mirae Asset Global ETFs Holdings
586
Mirae Asset Global ETFs Holdings
Hong Kong
$93.5K
WA
587
Whipplewood Advisors
Colorado
$88.9K
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$83.7K
S
589
SignatureFD
Georgia
$83.5K
FP
590
Financial Perspectives
Minnesota
$80.6K
BTI
591
Blue Trust Inc
Georgia
$77.5K
WTC
592
WhitTier Trust Company
Nevada
$75.6K
EPL
593
Essential Partners LLC
California
$71.1K
CA
594
CoreCap Advisors
Michigan
$70.2K
RFA
595
Reyes Financial Architecture
California
$66.2K
GAMC
596
Garner Asset Management Corp
Texas
$63.3K
Bessemer Group
597
Bessemer Group
New Jersey
$60K
IUHSA
598
Itau Unibanco Holding S.A.
Brazil
$59.1K
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$58.4K
CSB
600
City State Bank
Iowa
$57.8K