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DocuSign

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
626
Optimum Investment Advisors
Illinois
$58.2K +$9.36K +115 +19%
WT
627
Whittier Trust
California
$58.2K
BIG
628
Brooklyn Investment Group
New York
$57.1K +$11.4K +140 +25%
PTC
629
Private Trust Company
Ohio
$55.1K +$13.2K +162 +31%
SCM
630
Sterling Capital Management
North Carolina
$54.7K -$2.75M -33,772 -98%
ZRP
631
Zynergy Retirement Planning
New Jersey
$50.1K
Bessemer Group
632
Bessemer Group
New Jersey
$49K +$10.6K +130 +28%
CAL
633
Capital Advisors Ltd
Ohio
$46K
HNB
634
Huntington National Bank
Ohio
$45.2K -$23.4K -288 -34%
SCM
635
Silvant Capital Management
Georgia
$43.5K -$310K -3,807 -88%
AW
636
Avion Wealth
Texas
$43K
QL
637
Quarry LP
New York
$42.4K -$81.1K -996 -66%
NC
638
North Capital
Utah
$42K +$42K +516 New
IUHSA
639
Itau Unibanco Holding S.A.
Brazil
$42K +$1.23K +15 +3%
PFG
640
Putney Financial Group
California
$41.4K -$17.3K -213 -30%
CI
641
CAZ Investments
Texas
$41K
WA
642
WPG Advisers
Maryland
$39.5K +$81 +1 +0.2%
RA
643
Rise Advisors
New York
$37.7K +$33.8K +415 +865%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$36.9K +$22.3K +274 +153%
WWM
645
Wolff Wiese Magana
California
$36.8K -$6.84K -84 -16%
ME
646
McIlrath & Eck
Washington
$35.2K
BTC
647
Bank & Trust Company
Illinois
$34.5K
WTFG
648
Wood Tarver Financial Group
Idaho
$34.4K
SSG
649
Summit Securities Group
New York
$33.7K +$33.7K +414 New
NSIM
650
North Star Investment Management
Illinois
$33K