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DOCU

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
BBHC
601
Brown Brothers Harriman & Co
New York
$4.08K
VNA
602
Valley National Advisers
Pennsylvania
$4K
GSEP
603
Golden State Equity Partners
California
$3.89K
GTAM
604
Global Trust Asset Management
Florida
$3.79K
PWMG
605
Private Wealth Management Group
New Jersey
$3.7K
FDW
606
Fourth Dimension Wealth
Ohio
$3.7K
T
607
Tidemark
California
$3.56K
HC
608
Hurley Capital
New York
$3.46K
MCM
609
MV Capital Management
Maryland
$3.46K
MWA
610
Medallion Wealth Advisors
Connecticut
$3.37K
KFG
611
Kingdom Financial Group
Arizona
$3.27K
LAS
612
Lloyd Advisory Services
Georgia
$3.27K
HWP
613
Highline Wealth Partners
California
$3.22K
GSWM
614
Golden State Wealth Management
California
$3.03K
CT
615
Colonial Trust
South Carolina
$3.03K
AW
616
Avion Wealth
Texas
$3K
CFM
617
Cornerstone Financial Management
Massachusetts
$2.7K
MAFA
618
MJT & Associates Financial Advisory
Minnesota
$2.61K
IWS
619
Intentional Wealth Strategies
Colorado
$2.46K
MCM
620
Manchester Capital Management
Vermont
$2.37K
API
621
Asset Planning Inc
California
$2.37K
BL
622
BFSG LLC
California
$2.37K
Q1WB
623
Quest 10 Wealth Builders
Virginia
$2.37K
FAMI
624
Fideuram Asset Management (Ireland)
$2.29K
DF
625
Dunhill Financial
United Kingdom
$2.15K