DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
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
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
601
Fourth Dimension Wealth
Ohio
$3.7K
T
602
Tidemark
California
$3.56K
HC
603
Hurley Capital
New York
$3.46K
MCM
604
MV Capital Management
Maryland
$3.46K
MWA
605
Medallion Wealth Advisors
Connecticut
$3.37K
KFG
606
Kingdom Financial Group
Arizona
$3.27K
LAS
607
Lloyd Advisory Services
Georgia
$3.27K
HWP
608
Highline Wealth Partners
California
$3.22K
GSWM
609
Golden State Wealth Management
California
$3.03K
CT
610
Colonial Trust
South Carolina
$3.03K
AW
611
Avion Wealth
Texas
$3K
CFM
612
Cornerstone Financial Management
Massachusetts
$2.7K
MAFA
613
MJT & Associates Financial Advisory
Minnesota
$2.61K
IWS
614
Intentional Wealth Strategies
Colorado
$2.46K
MCM
615
Manchester Capital Management
Vermont
$2.37K
BL
616
BFSG LLC
California
$2.37K
Q1WB
617
Quest 10 Wealth Builders
Virginia
$2.37K
API
618
Asset Planning Inc
California
$2.37K
FAMI
619
Fideuram Asset Management (Ireland)
$2.29K
DF
620
Dunhill Financial
United Kingdom
$2.15K
JWM
621
JPL Wealth Management
Colorado
$2.13K
EPAM
622
Evelyn Partners Asset Management
$2.13K
GIA
623
GHP Investment Advisors
Colorado
$2.09K
VNT
624
Vanguard National Trust
Pennsylvania
$2.09K
TFGT
625
TS Financial Group (TSFG)
Illinois
$2K