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DocuSign

770 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, 281 increasing their positions, 275 reducing their positions, and 110 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: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
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
AA
626
Ancora Advisors
Ohio
$30K
SWM
627
Spire Wealth Management
Virginia
$29K
SC
628
SouthState Corp
Florida
$28.7K
CIBC Private Wealth Group
629
CIBC Private Wealth Group
Georgia
$28.1K
QL
630
Quarry LP
New York
$27.7K
SAM
631
Shell Asset Management
Netherlands
$27K
TFIPS
632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
HWM
633
Hemington Wealth Management
Virginia
$26K
AAM
634
Advisors Asset Management
Colorado
$24.3K
EWM
635
Evolution Wealth Management
Florida
$23.8K
SC
636
Swan Capital
Florida
$23.4K
CFD
637
Creative Financial Designs
Indiana
$23.2K
TCM
638
Tradewinds Capital Management
Washington
$21.4K
MYIA
639
Mount Yale Investment Advisors
Colorado
$21K
ACM
640
Aster Capital Management
United Arab Emirates
$20.6K
CIM
641
Contravisory Investment Management
Massachusetts
$20.5K
PP
642
Pacifica Partners
Canada
$20.3K
PFG
643
Putney Financial Group
California
$19.8K
GSWM
644
Golden State Wealth Management
California
$19.6K
ECM
645
Estabrook Capital Management
New York
$19.5K
CFO
646
CVA Family Office
Colorado
$18.8K
ATC
647
Adirondack Trust Company
New York
$18.3K
W
648
WealthCollab
Washington
$17.8K
CWM
649
CarsonAllaria Wealth Management
Illinois
$17.4K
TPCW
650
TD Private Client Wealth
New York
$17K