DOCU icon

DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
AFWM
626
Abich Financial Wealth Management
Virginia
$66.8K
Bessemer Group
627
Bessemer Group
New Jersey
$62K
CSB
628
City State Bank
Iowa
$60.9K
CMBA
629
C.M. Bidwell & Associates
Hawaii
$55.1K
WSFS
630
Wilmington Savings Fund Society
Delaware
$50.5K
SA
631
Strategic Advocates
Utah
$50K
PTC
632
Private Trust Company
Ohio
$46.6K
WT
633
Whittier Trust
California
$46.1K
GLF
634
Groupe la Francaise
France
$43.4K
CI
635
CX Institutional
Indiana
$43K
SIC
636
SJS Investment Consulting
Ohio
$43K
CAL
637
Capital Advisors Ltd
Ohio
$41K
IUHSA
638
Itau Unibanco Holding S.A.
Brazil
$38.8K
HI
639
Harbour Investments
Wisconsin
$36.7K
SCM
640
Silvant Capital Management
Georgia
$36.4K
CI
641
CAZ Investments
Texas
$36K
TWC
642
TD Waterhouse Canada
Ontario, Canada
$35.8K
WA
643
WPG Advisers
Maryland
$34.2K
A
644
AlphaQuest
New York
$31.6K
OIA
645
Optimum Investment Advisors
Illinois
$31.4K
APW
646
Aventura Private Wealth
Florida
$31.4K
ME
647
McIlrath & Eck
Washington
$31.1K
RA
648
Rise Advisors
New York
$30.9K
BTC
649
Bank & Trust Company
Illinois
$30.6K
NSIM
650
North Star Investment Management
Illinois
$29.8K