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DocuSign

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
601
Optimum Investment Advisors
Illinois
$63.5K +$7.79K +100 +14%
WT
602
Whittier Trust
California
$62.9K +$7.24K +93 +13%
CMBA
603
C.M. Bidwell & Associates
Hawaii
$59.7K -$4.13K -53 -6%
HI
604
Harbour Investments
Wisconsin
$55.5K -$5.3K -68 -9%
PTC
605
Private Trust Company
Ohio
$53.6K +$857 +11 +2%
GM
606
GeoWealth Management
Illinois
$52.7K -$369K -4,738 -88%
MPWT
607
MassMutual Private Wealth & Trust
Connecticut
$46.3K +$11.1K +142 +31%
FHA
608
First Horizon Advisors
Tennessee
$46K +$15K +193 +49%
CAL
609
Capital Advisors Ltd
Ohio
$44K
SCM
610
Silvant Capital Management
Georgia
$41.7K
Bessemer Group
611
Bessemer Group
New Jersey
$41K -$6.19K -79 -13%
IUHSA
612
Itau Unibanco Holding S.A.
Brazil
$40.5K +$545 +7 +1%
NC
613
North Capital
Utah
$40.2K
CI
614
CAZ Investments
Texas
$38.9K
TPWA
615
Twin Peaks Wealth Advisors
California
$37.7K +$37.7K +554 New
WA
616
WPG Advisers
Maryland
$37K -$779 -10 -2%
HNB
617
Huntington National Bank
Ohio
$36.5K -$6.78K -87 -16%
ME
618
McIlrath & Eck
Washington
$33.6K
RA
619
Rise Advisors
New York
$33.4K -$2.65K -34 -7%
BTC
620
Bank & Trust Company
Illinois
$33K
WTFG
621
Wood Tarver Financial Group
Idaho
$32K
NSIM
622
North Star Investment Management
Illinois
$31.6K
TWC
623
TD Waterhouse Canada
Ontario, Canada
$30.2K
AA
624
Ancora Advisors
Ohio
$30K -$27.3K -350 -48%
SWM
625
Spire Wealth Management
Virginia
$29K -$64.8K -832 -69%