DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
626
Kayne Anderson Rudnick Investment Management
California
$73.9K
WTC
627
WhitTier Trust Company
Nevada
$72.6K
RS
628
Rakuten Securities
Japan
$71.1K
RFA
629
Reyes Financial Architecture
California
$70.4K
MG
630
Mather Group
Illinois
$67.8K
AFWM
631
Abich Financial Wealth Management
Virginia
$66.8K
Bessemer Group
632
Bessemer Group
New Jersey
$62K
CSB
633
City State Bank
Iowa
$60.9K
CMBA
634
C.M. Bidwell & Associates
Hawaii
$55.1K
WSFS
635
Wilmington Savings Fund Society
Delaware
$50.5K
SA
636
Strategic Advocates
Utah
$50K
PTC
637
Private Trust Company
Ohio
$46.6K
WT
638
Whittier Trust
California
$46.1K
GLF
639
Groupe la Francaise
France
$43.4K
CI
640
CX Institutional
Indiana
$43K
SIC
641
SJS Investment Consulting
Ohio
$43K
CAL
642
Capital Advisors Ltd
Ohio
$41K
IUHSA
643
Itau Unibanco Holding S.A.
Brazil
$38.8K
HI
644
Harbour Investments
Wisconsin
$36.7K
SCM
645
Silvant Capital Management
Georgia
$36.4K
CI
646
CAZ Investments
Texas
$36K
TWC
647
TD Waterhouse Canada
Ontario, Canada
$35.8K
WA
648
WPG Advisers
Maryland
$34.2K
A
649
AlphaQuest
New York
$31.6K
OIA
650
Optimum Investment Advisors
Illinois
$31.4K