DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
601
Walleye Capital
New York
$186K
LSA
602
Leonteq Securities AG
Switzerland
$175K
GWM
603
Geneos Wealth Management
Colorado
$172K
DJSG
604
D.J. St. Germain
Massachusetts
$159K
PA
605
Parallel Advisors
California
$143K
IA
606
IFP Advisors
Florida
$143K
RF
607
Rossby Financial
Florida
$142K
CA
608
Clearstead Advisors
Ohio
$135K
ACM
609
Aster Capital Management
United Arab Emirates
$126K
IWA
610
Icon Wealth Advisors
Texas
$126K
ERSOT
611
Employees Retirement System of Texas
Texas
$119K
GTAM
612
Global Trust Asset Management
Florida
$114K
AIC
613
Archer Investment Corporation
Indiana
$110K
Cohen & Steers
614
Cohen & Steers
New York
$101K
Fifth Third Bancorp
615
Fifth Third Bancorp
Ohio
$98.1K
WA
616
Whipplewood Advisors
Colorado
$93.7K
EWA
617
EverSource Wealth Advisors
Alabama
$88.6K
SAM
618
Shell Asset Management
Netherlands
$86K
FP
619
Financial Perspectives
Minnesota
$84.9K
S
620
SignatureFD
Georgia
$84.5K
CI Investments Inc
621
CI Investments Inc
Ontario, Canada
$84K
PCM
622
Penserra Capital Management
California
$79K
BTI
623
Blue Trust Inc
Georgia
$77.3K
Optiver Holding
624
Optiver Holding
Netherlands
$76.8K
CA
625
CoreCap Advisors
Michigan
$76.7K