DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
SAM
601
Smartleaf Asset Management
Massachusetts
$46K
PTC
602
Private Trust Company
Ohio
$46K
PWPS
603
Pinnacle Wealth Planning Services
Ohio
$45.9K
TSMHT
604
Thurston Springer Miller Herd & Titak
Indiana
$44K
WT
605
Whittier Trust
California
$43.1K
SIC
606
SJS Investment Consulting
Ohio
$42.3K
TWC
607
TD Waterhouse Canada
Ontario, Canada
$40.4K
BW
608
Basepoint Wealth
Iowa
$38.7K
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$38.4K
CI
610
CAZ Investments
Texas
$34.2K
SCM
611
Silvant Capital Management
Georgia
$32.7K
WA
612
WPG Advisers
Maryland
$32.5K
Bank Julius Baer & Co
613
Bank Julius Baer & Co
Switzerland
$30.8K
APW
614
Aventura Private Wealth
Florida
$29.8K
TWD
615
True Wealth Design
Ohio
$29.6K
NSIM
616
North Star Investment Management
Illinois
$29.5K
TM
617
Torren Management
California
$28K
AA
618
Ancora Advisors
Ohio
$27.4K
MA
619
Modus Advisors
Minnesota
$27.4K
BTC
620
Bank & Trust Company
Illinois
$26.2K
CPBTD
621
Central Pacific Bank - Trust Division
Hawaii
$25.2K
CFB
622
Cullen/Frost Bankers
Texas
$24.5K
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$24.4K
TFIPS
624
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.3K
ME
625
McIlrath & Eck
Washington
$21.5K