DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 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: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
HI
601
Harbour Investments
Wisconsin
$54.5K
SAG
602
SageView Advisory Group
California
$54.4K
SA
603
Strategic Advocates
Utah
$47.9K
WSFS
604
Wilmington Savings Fund Society
Delaware
$47.9K
SAM
605
Smartleaf Asset Management
Massachusetts
$46K
PTC
606
Private Trust Company
Ohio
$46K
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$45.9K
TSMHT
608
Thurston Springer Miller Herd & Titak
Indiana
$44K
WT
609
Whittier Trust
California
$43.1K
SIC
610
SJS Investment Consulting
Ohio
$42.3K
TWC
611
TD Waterhouse Canada
Ontario, Canada
$40.4K
BW
612
Basepoint Wealth
Iowa
$38.7K
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$38.4K
CI
614
CAZ Investments
Texas
$34.2K
SCM
615
Silvant Capital Management
Georgia
$32.7K
WA
616
WPG Advisers
Maryland
$32.5K
Bank Julius Baer & Co
617
Bank Julius Baer & Co
Switzerland
$30.8K
APW
618
Aventura Private Wealth
Florida
$29.8K
TWD
619
True Wealth Design
Ohio
$29.6K
NSIM
620
North Star Investment Management
Illinois
$29.5K
MWA
621
Medallion Wealth Advisors
Connecticut
$28.9K
TM
622
Torren Management
California
$28K
AA
623
Ancora Advisors
Ohio
$27.4K
MA
624
Modus Advisors
Minnesota
$27.4K
BTC
625
Bank & Trust Company
Illinois
$26.2K