DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 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: $

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
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
MSG
576
Main Street Group
Virginia
$8.3K
CFD
577
Creative Financial Designs
Indiana
$8.25K
GFA
578
Godfrey Financial Associates
New York
$7.59K
PWA
579
Physician Wealth Advisors
Utah
$7.59K
FMP
580
Financial Management Professionals
Texas
$6.12K
KFAS
581
Keating Financial Advisory Services
Kansas
$6.02K
TPWA
582
Twin Peaks Wealth Advisors
California
$5.97K
MA
583
MCF Advisors
Kentucky
$5.93K
PP
584
Pacifica Partners
Canada
$5.69K
SFG
585
Strive Financial Group
Indiana
$5K
PP
586
PFS Partners
New Jersey
$4.98K
S
587
Sachetta
Massachusetts
$4.84K
GK
588
Graney & King
New York
$4.74K
HHCP
589
Hilton Head Capital Partners
South Carolina
$4.74K
TFA
590
Transamerica Financial Advisors
Florida
$4.5K
CPG
591
Cornerstone Planning Group
New Jersey
$4.45K
SWM
592
Spire Wealth Management
Virginia
$4.36K
HCM
593
Hollencrest Capital Management
California
$4.27K
AT
594
Arlington Trust
Alabama
$4.17K
BWL
595
Bogart Wealth LLC
Virginia
$4.17K
BBHC
596
Brown Brothers Harriman & Co
New York
$4.08K
VNA
597
Valley National Advisers
Pennsylvania
$4K
GSEP
598
Golden State Equity Partners
California
$3.89K
GTAM
599
Global Trust Asset Management
Florida
$3.79K
PWMG
600
Private Wealth Management Group
New Jersey
$3.7K