We are live on ! Find out more
DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
626
City State Bank
Iowa
$72.9K -$350 -4 -0.4%
AF
627
Allworth Financial
California
$69.3K -$11.2K -128 -13%
AAP
628
Arax Advisory Partners
Colorado
$68.1K +$1.05K +12 +1%
CMBA
629
C.M. Bidwell & Associates
Hawaii
$66.7K -$1.75K -20 -2%
WSFS
630
Wilmington Savings Fund Society
Delaware
$66.7K
HI
631
Harbour Investments
Wisconsin
$63.6K -$2.71K -31 -4%
AA
632
Ancora Advisors
Ohio
$59.8K +$30.7K +350 +91%
OIAM
633
OFI Invest Asset Management
France
$59.5K +$69.2K +790 New
Twin Tree Management
634
Twin Tree Management
Texas
$58.3K +$62.7K +716 New
OIA
635
Optimum Investment Advisors
Illinois
$58.2K +$10.1K +115 +19%
WT
636
Whittier Trust
California
$58.2K
BIG
637
Brooklyn Investment Group
New York
$57.1K +$12.3K +140 +25%
PTC
638
Private Trust Company
Ohio
$55.1K +$14.2K +162 +31%
SCM
639
Sterling Capital Management
North Carolina
$54.7K -$2.96M -33,772 -98%
ZRP
640
Zynergy Retirement Planning
New Jersey
$50.1K
Bessemer Group
641
Bessemer Group
New Jersey
$49K +$11.4K +130 +28%
CAL
642
Capital Advisors Ltd
Ohio
$46K
HNB
643
Huntington National Bank
Ohio
$45.2K -$25.2K -288 -34%
SCM
644
Silvant Capital Management
Georgia
$43.5K -$333K -3,807 -88%
AW
645
Avion Wealth
Texas
$43K
QL
646
Quarry LP
New York
$42.4K -$87.2K -996 -66%
NC
647
North Capital
Utah
$42K +$45.2K +516 New
IUHSA
648
Itau Unibanco Holding S.A.
Brazil
$42K +$1.31K +15 +3%
PFG
649
Putney Financial Group
California
$41.4K -$18.7K -213 -30%
CI
650
CAZ Investments
Texas
$41K

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.