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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
626
North Star Investment Management
Illinois
$31.6K
TWC
627
TD Waterhouse Canada
Ontario, Canada
$30.2K
AA
628
Ancora Advisors
Ohio
$30K
SWM
629
Spire Wealth Management
Virginia
$29K
SC
630
SouthState Corp
Florida
$28.7K
CIBC Private Wealth Group
631
CIBC Private Wealth Group
Georgia
$28.1K
QL
632
Quarry LP
New York
$27.7K
SAM
633
Shell Asset Management
Netherlands
$27K
TFIPS
634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
HWM
635
Hemington Wealth Management
Virginia
$26K
AAM
636
Advisors Asset Management
Colorado
$24.3K
EWM
637
Evolution Wealth Management
Florida
$23.8K
SC
638
Swan Capital
Florida
$23.4K
CFD
639
Creative Financial Designs
Indiana
$23.2K
TCM
640
Tradewinds Capital Management
Washington
$21.4K
MYIA
641
Mount Yale Investment Advisors
Colorado
$21K
ACM
642
Aster Capital Management
United Arab Emirates
$20.6K
CIM
643
Contravisory Investment Management
Massachusetts
$20.5K
PP
644
Pacifica Partners
Canada
$20.3K
PFG
645
Putney Financial Group
California
$19.8K
GSWM
646
Golden State Wealth Management
California
$19.6K
ECM
647
Estabrook Capital Management
New York
$19.5K
CFO
648
CVA Family Office
Colorado
$18.8K
ATC
649
Adirondack Trust Company
New York
$18.3K
W
650
WealthCollab
Washington
$17.8K