We are live on ! Find out more
DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
601
City State Bank
Iowa
$57.8K
HI
602
Harbour Investments
Wisconsin
$54.5K +$19.9K +288 +57%
SAG
603
SageView Advisory Group
California
$54.4K +$55K +795 New
SA
604
Strategic Advocates
Utah
$47.9K
WSFS
605
Wilmington Savings Fund Society
Delaware
$47.9K
SAM
606
Smartleaf Asset Management
Massachusetts
$46K -$120K -1,738 -72%
PTC
607
Private Trust Company
Ohio
$46K +$1.73K +25 +4%
PWPS
608
Pinnacle Wealth Planning Services
Ohio
$45.9K +$46.4K +671 New
TSMHT
609
Thurston Springer Miller Herd & Titak
Indiana
$44K +$44.5K +643 New
WT
610
Whittier Trust
California
$43.1K
SIC
611
SJS Investment Consulting
Ohio
$42.3K +$1.59K +23 +4%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$40.4K +$4.84K +70 +13%
BW
613
Basepoint Wealth
Iowa
$38.7K +$39.1K +566 New
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$38.4K +$29.3K +424 +309%
CI
615
CAZ Investments
Texas
$34.2K
SCM
616
Silvant Capital Management
Georgia
$32.7K -$1.87K -27 -5%
WA
617
WPG Advisers
Maryland
$32.5K
Bank Julius Baer & Co
618
Bank Julius Baer & Co
Switzerland
$30.8K -$1.92M -27,740 -98%
APW
619
Aventura Private Wealth
Florida
$29.8K
TWD
620
True Wealth Design
Ohio
$29.6K +$15.4K +222 +105%
NSIM
621
North Star Investment Management
Illinois
$29.5K +$1.25K +18 +4%
MWA
622
Medallion Wealth Advisors
Connecticut
$28.9K
TM
623
Torren Management
California
$28K +$28.4K +410 New
AA
624
Ancora Advisors
Ohio
$27.4K +$1.04K +15 +4%
MA
625
Modus Advisors
Minnesota
$27.4K +$27.7K +400 New