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DocuSign

703 hedge funds and large institutions have $8.5B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

10% less funds holding

Funds holding: 783703 (-80)

26% less capital invested

Capital invested by funds: $11.6B → $8.5B (-$3.06B)

39% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 166

Holders
703
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
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
576
MPWM Advisory Solutions
Georgia
$9.24K
BIA
577
Bell Investment Advisors
California
$8.82K
AA
578
Addison Advisors
Vermont
$8.77K
CT
579
Clearstead Trust
Maine
$8.49K
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$8.39K
MSG
581
Main Street Group
Virginia
$8.3K
CFD
582
Creative Financial Designs
Indiana
$8.25K
GFA
583
Godfrey Financial Associates
New York
$7.59K
PWA
584
Physician Wealth Advisors
Utah
$7.59K
FMP
585
Financial Management Professionals
Texas
$6.12K
KFAS
586
Keating Financial Advisory Services
Kansas
$6.02K
TPWA
587
Twin Peaks Wealth Advisors
California
$5.97K
MA
588
MCF Advisors
Kentucky
$5.93K
PP
589
Pacifica Partners
Canada
$5.69K
SFG
590
Strive Financial Group
Indiana
$5K
PP
591
PFS Partners
New Jersey
$4.98K
S
592
Sachetta
Massachusetts
$4.84K
GK
593
Graney & King
New York
$4.74K
HHCP
594
Hilton Head Capital Partners
South Carolina
$4.74K
TFA
595
Transamerica Financial Advisors
Florida
$4.5K
CPG
596
Cornerstone Planning Group
New Jersey
$4.45K
SWM
597
Spire Wealth Management
Virginia
$4.36K
HCM
598
Hollencrest Capital Management
California
$4.27K
AT
599
Arlington Trust
Alabama
$4.17K
BWL
600
Bogart Wealth LLC
Virginia
$4.17K