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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$83K -$3.64K -45 -4%
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$81.2K +$7.44K +92 +10%
RS
603
Rakuten Securities
Japan
$75.8K +$74.2K +917 +1,638%
SMFG
604
Sumitomo Mitsui Financial Group
Japan
$69.7K +$73.7K +911 New
CFB
605
Cullen/Frost Bankers
Texas
$66.8K -$9.79K -121 -12%
AAP
606
Arax Advisory Partners
Colorado
$66.5K -$1.05K -13 -2%
HFS
607
Hantz Financial Services
Michigan
$66K +$35.4K +437 +106%
CSB
608
City State Bank
Iowa
$65.8K -$4.04K -50 -6%
WSFS
609
Wilmington Savings Fund Society
Delaware
$63.8K
OIA
610
Optimum Investment Advisors
Illinois
$63.5K +$8.09K +100 +14%
WT
611
Whittier Trust
California
$62.9K +$7.52K +93 +13%
CMBA
612
C.M. Bidwell & Associates
Hawaii
$59.7K -$4.29K -53 -6%
HI
613
Harbour Investments
Wisconsin
$55.5K -$5.5K -68 -9%
PTC
614
Private Trust Company
Ohio
$53.6K +$890 +11 +2%
GM
615
GeoWealth Management
Illinois
$52.7K -$383K -4,738 -88%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$46.3K +$11.5K +142 +31%
FHA
617
First Horizon Advisors
Tennessee
$46K +$15.6K +193 +49%
CAL
618
Capital Advisors Ltd
Ohio
$44K
SCM
619
Silvant Capital Management
Georgia
$41.7K
Bessemer Group
620
Bessemer Group
New Jersey
$41K -$6.39K -79 -13%
IUHSA
621
Itau Unibanco Holding S.A.
Brazil
$40.5K +$566 +7 +1%
NC
622
North Capital
Utah
$40.2K
CI
623
CAZ Investments
Texas
$38.9K
TPWA
624
Twin Peaks Wealth Advisors
California
$37.7K +$44.8K +554 New
WA
625
WPG Advisers
Maryland
$37K -$809 -10 -2%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.