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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
601
Thurston Springer Miller Herd & Titak
Indiana
$156K +$30.7K +350 +22%
GTAM
602
Global Trust Asset Management
Florida
$145K -$34.3K -392 -18%
IWA
603
Icon Wealth Advisors
Texas
$144K +$2.37K +27 +2%
S
604
SignatureFD
Georgia
$127K -$10.7K -122 -7%
LS
605
Livforsakringsbolaget Skandia
Sweden
$122K
CA
606
CoreCap Advisors
Michigan
$119K -$51.5K -588 -29%
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$116K +$37.7K +430 +35%
Mirae Asset Global Investments
608
Mirae Asset Global Investments
South Korea
$115K -$99K -1,130 -45%
Cohen & Steers
609
Cohen & Steers
New York
$114K +$123K +1,400 New
MCI
610
MRP Capital Investments
Georgia
$114K +$123K +1,400 New
Fifth Third Bancorp
611
Fifth Third Bancorp
Ohio
$113K +$25.3K +289 +26%
HI
612
Horizon Investments
North Carolina
$112K -$1.84K -21 -2%
LC
613
Lindbrook Capital
California
$110K +$70.7K +807 +148%
AIC
614
Archer Investment Corporation
Indiana
$102K +$109K +1,250 New
SWM
615
Spire Wealth Management
Virginia
$98K +$95.4K +1,089 +947%
CA
616
Clearstead Advisors
Ohio
$97.7K
Mirae Asset Global ETFs Holdings
617
Mirae Asset Global ETFs Holdings
Hong Kong
$97K -$11.4M -129,819 -99%
WTC
618
WhitTier Trust Company
Nevada
$93.4K +$18.8K +215 +23%
BTI
619
Blue Trust Inc
Georgia
$91.8K +$37.5K +428 +61%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$91K -$16.2K -185 -14%
AFS
621
Anderson Financial Strategies
Ohio
$90.6K +$97.4K +1,112 New
EWA
622
EverSource Wealth Advisors
Alabama
$83.3K -$1.05K -12 -1%
FP
623
Financial Perspectives
Minnesota
$79.9K -$1.31K -15 -2%
CFB
624
Cullen/Frost Bankers
Texas
$79.6K +$71K +811 +486%
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$77.3K +$67.4K +770 +428%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.