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DocuSign

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
651
Hantz Financial Services
Michigan
$33K +$12.4K +154 +60%
FHA
652
First Horizon Advisors
Tennessee
$32.3K
TWC
653
TD Waterhouse Canada
Ontario, Canada
$32.3K -$13.8K -167 -30%
HWM
654
Hemington Wealth Management
Virginia
$28K +$21.3K +264 +318%
TFIPS
655
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.7K
BT
656
Banque Transatlantique
France
$26.5K +$26.5K +352 New
AAM
657
Advisors Asset Management
Colorado
$26.2K -$163 -2 -0.6%
SC
658
Swan Capital
Florida
$24.4K
NC
659
NewSquare Capital
Pennsylvania
$24.4K +$11.8K +145 +94%
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$24.4K +$24.4K +300 New
CFD
661
Creative Financial Designs
Indiana
$24.3K +$24.3K +298 New
SC
662
SouthState Corp
Florida
$24K +$24K +295 New
TCM
663
Tradewinds Capital Management
Washington
$22.4K
W
664
WealthCollab
Washington
$22.1K +$3.42K +42 +18%
CIM
665
Contravisory Investment Management
Massachusetts
$21.4K
CWM
666
CarsonAllaria Wealth Management
Illinois
$21.4K +$1.71K +21 +9%
PP
667
Pacifica Partners
Canada
$20.5K
PA
668
PSI Advisors
Florida
$19.5K
ATC
669
Adirondack Trust Company
New York
$19.1K
MAS
670
MPWM Advisory Solutions
Georgia
$18.3K
SIS
671
Strategic Investment Solutions
Illinois
$18.3K
CFO
672
CVA Family Office
Colorado
$18.2K -$163 -2 -0.9%
GEA
673
Glen Eagle Advisors
New Jersey
$17.8K -$1.22K -15 -6%
TPCW
674
TD Private Client Wealth
New York
$16.9K +$244 +3 +1%
GBT
675
Grove Bank & Trust
Florida
$16.4K