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DOCU

DocuSign

703 hedge funds and large institutions have $8.5B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

10% less funds holding

Funds holding: 783703 (-80)

26% less capital invested

Capital invested by funds: $11.6B → $8.5B (-$3.06B)

39% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 166

Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$1K
CB
652
CNB Bank
Pennsylvania
$996
TCM
653
Triumph Capital Management
Colorado
$996
ACA
654
American Capital Advisory
Idaho
$949
GWSA
655
Global Wealth Strategies & Associates
Colorado
$948
MG
656
Mather Group
Illinois
$945
PS
657
PayPay Securities
Japan
$921
SIC
658
Salem Investment Counselors
North Carolina
$854
OA
659
Operose Advisors
Wisconsin
$853
HIW
660
Holos Integrated Wealth
Pennsylvania
$852
RWM
661
RMG Wealth Management
Wisconsin
$773
VR
662
Vision Retirement
New Jersey
$711
NEWAS
663
N.E.W. Advisory Services
Wisconsin
$711
GWS
664
Greykasell Wealth Strategies
California
$664
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$617
VWA
666
Valued Wealth Advisors
Utah
$617
TM
667
Torren Management
California
$616
TPCW
668
TD Private Client Wealth
New York
$522
CW
669
Curio Wealth
Maryland
$522
UFF
670
USA Financial Formulas
Michigan
$522
BIM
671
Breakwater Investment Management
Washington
$522
BLC
672
Brown, Lisle/Cummings
Rhode Island
$522
OWP
673
ORG Wealth Partners
Texas
$521
IPS
674
Investors Portfolio Services
Washington
$474
MLA
675
MB, Levis & Associates
Pennsylvania
$474