DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$45.9K
TSMHT
602
Thurston Springer Miller Herd & Titak
Indiana
$44K
WT
603
Whittier Trust
California
$43.1K
SIC
604
SJS Investment Consulting
Ohio
$42.3K
TWC
605
TD Waterhouse Canada
Ontario, Canada
$40.4K
BW
606
Basepoint Wealth
Iowa
$38.7K
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$38.4K
CI
608
CAZ Investments
Texas
$34.2K
SCM
609
Silvant Capital Management
Georgia
$32.7K
WA
610
WPG Advisers
Maryland
$32.5K
Bank Julius Baer & Co
611
Bank Julius Baer & Co
Switzerland
$30.8K
APW
612
Aventura Private Wealth
Florida
$29.8K
TWD
613
True Wealth Design
Ohio
$29.6K
NSIM
614
North Star Investment Management
Illinois
$29.5K
TM
615
Torren Management
California
$28K
AA
616
Ancora Advisors
Ohio
$27.4K
MA
617
Modus Advisors
Minnesota
$27.4K
BTC
618
Bank & Trust Company
Illinois
$26.2K
CPBTD
619
Central Pacific Bank - Trust Division
Hawaii
$25.2K
CFB
620
Cullen/Frost Bankers
Texas
$24.5K
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$24.4K
TFIPS
622
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.3K
ME
623
McIlrath & Eck
Washington
$21.5K
SC
624
Swan Capital
Florida
$21.5K
EWM
625
Evolution Wealth Management
Florida
$20.9K