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DocuSign

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
626
SouthState Corp
Florida
$28.7K +$5.76K +74 +25%
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$28.1K -$100K -1,290 -78%
QL
628
Quarry LP
New York
$27.7K -$12.9K -166 -32%
SAM
629
Shell Asset Management
Netherlands
$27K +$27K +351 New
TFIPS
630
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
HWM
631
Hemington Wealth Management
Virginia
$26K -$75 -1 -0.3%
AAM
632
Advisors Asset Management
Colorado
$24.3K -$779 -10 -3%
EWM
633
Evolution Wealth Management
Florida
$23.8K +$23.8K +306 New
SC
634
Swan Capital
Florida
$23.4K
CFD
635
Creative Financial Designs
Indiana
$23.2K
TCM
636
Tradewinds Capital Management
Washington
$21.4K
MYIA
637
Mount Yale Investment Advisors
Colorado
$21K +$21K +269 New
ACM
638
Aster Capital Management
United Arab Emirates
$20.6K -$560K -7,194 -96%
CIM
639
Contravisory Investment Management
Massachusetts
$20.5K
PP
640
Pacifica Partners
Canada
$20.3K
PFG
641
Putney Financial Group
California
$19.8K -$19.9K -255 -50%
GSWM
642
Golden State Wealth Management
California
$19.6K +$14.3K +183 +265%
ECM
643
Estabrook Capital Management
New York
$19.5K +$19.5K +250 New
CFO
644
CVA Family Office
Colorado
$18.8K +$1.4K +18 +8%
ATC
645
Adirondack Trust Company
New York
$18.3K
W
646
WealthCollab
Washington
$17.8K -$3.27K -42 -15%
CWM
647
CarsonAllaria Wealth Management
Illinois
$17.4K -$3.04K -39 -15%
TPCW
648
TD Private Client Wealth
New York
$17K +$857 +11 +5%
NC
649
NewSquare Capital
Pennsylvania
$16.6K -$6.78K -87 -29%
GBT
650
Grove Bank & Trust
Florida
$15.7K