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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
PA
601
Parallel Advisors
California
$143K
RF
602
Rossby Financial
Florida
$142K
CA
603
Clearstead Advisors
Ohio
$135K
ACM
604
Aster Capital Management
United Arab Emirates
$126K
IWA
605
Icon Wealth Advisors
Texas
$126K
ERSOT
606
Employees Retirement System of Texas
Texas
$119K
GTAM
607
Global Trust Asset Management
Florida
$114K
AIC
608
Archer Investment Corporation
Indiana
$110K
Cohen & Steers
609
Cohen & Steers
New York
$101K
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$98.1K
WA
611
Whipplewood Advisors
Colorado
$93.7K
EWA
612
EverSource Wealth Advisors
Alabama
$88.6K
SAM
613
Shell Asset Management
Netherlands
$86K
FP
614
Financial Perspectives
Minnesota
$84.9K
S
615
SignatureFD
Georgia
$84.5K
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$84K
PCM
617
Penserra Capital Management
California
$79K
BTI
618
Blue Trust Inc
Georgia
$77.3K
Optiver Holding
619
Optiver Holding
Netherlands
$76.8K
CA
620
CoreCap Advisors
Michigan
$76.7K
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$73.9K
WTC
622
WhitTier Trust Company
Nevada
$72.6K
RS
623
Rakuten Securities
Japan
$71.1K
RFA
624
Reyes Financial Architecture
California
$70.4K
MG
625
Mather Group
Illinois
$67.8K