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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
651
Strategic Investment Solutions
Illinois
$15.6K -$1.95K -25 -11%
SA
652
SRH Advisors
Kansas
$15.6K – – –
MAS
653
MPWM Advisory Solutions
Georgia
$15.2K -$2.34K -30 -13%
GWSG
654
GPS Wealth Strategies Group
Colorado
$15.2K – – –
CIA
655
Cape Investment Advisory
Georgia
$15K +$15K +192 New
PSFG
656
Park Square Financial Group
Georgia
$14.8K +$2.18K +28 +17%
MSG
657
Main Street Group
Virginia
$14.4K – – –
GA
658
GoalVest Advisory
New York
$14.1K – – –
LI
659
LRI Investments
Florida
$13.3K – – –
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$12.9K +$2.34K +30 +22%
FMP
661
Financial Management Professionals
Texas
$10.6K +$545 +7 +5%
CAM
662
Close Asset Management
United Kingdom
$10K – – –
PWMG
663
Private Wealth Management Group
New Jersey
$9.82K – – –
SIC
664
Salem Investment Counselors
North Carolina
$9.19K – – –
PFBT
665
Parkside Financial Bank & Trust
Missouri
$8.73K -$4.99K -64 -36%
RFS
666
Richardson Financial Services
Massachusetts
$8.59K – – –
GEA
667
Glen Eagle Advisors
New Jersey
$8.41K -$8.65K -111 -51%
PP
668
PFS Partners
New Jersey
$8.18K – – –
VWWMG
669
Vermillion & White Wealth Management Group
Pennsylvania
$8.1K – – –
ECM
670
EMC Capital Management
Texas
$8K – – –
AA
671
Addison Advisors
Vermont
$7.79K – – –
GK
672
Graney & King
New York
$7.79K – – –
RIL
673
Rothschild Investment LLC
Illinois
$7.79K – – –
BWL
674
Bogart Wealth LLC
Virginia
$7.71K -$2.34K -30 -23%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$7.24K +$1.32K +17 +22%
25 26
27
28 29