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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
651
WPG Advisers
Maryland
$39.5K +$88 +1 +0.2%
RA
652
Rise Advisors
New York
$37.7K +$36.4K +415 +865%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$36.9K +$24K +274 +153%
WWM
654
Wolff Wiese Magana
California
$36.8K -$7.36K -84 -16%
ME
655
McIlrath & Eck
Washington
$35.2K
BTC
656
Bank & Trust Company
Illinois
$34.5K
WTFG
657
Wood Tarver Financial Group
Idaho
$34.4K
SSG
658
Summit Securities Group
New York
$33.7K +$36.3K +414 New
NSIM
659
North Star Investment Management
Illinois
$33K
HFS
660
Hantz Financial Services
Michigan
$33K +$13.5K +154 +60%
FHA
661
First Horizon Advisors
Tennessee
$32.3K
TWC
662
TD Waterhouse Canada
Ontario, Canada
$32.3K -$14.6K -167 -30%
HWM
663
Hemington Wealth Management
Virginia
$28K +$23.1K +264 +318%
TFIPS
664
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.7K
AAM
665
Advisors Asset Management
Colorado
$26.2K -$175 -2 -0.6%
SC
666
Swan Capital
Florida
$24.4K
NC
667
NewSquare Capital
Pennsylvania
$24.4K +$12.7K +145 +94%
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$24.4K +$26.3K +300 New
CFD
669
Creative Financial Designs
Indiana
$24.3K +$26.1K +298 New
SC
670
SouthState Corp
Florida
$24K +$25.8K +295 New
TCM
671
Tradewinds Capital Management
Washington
$22.4K
W
672
WealthCollab
Washington
$22.1K +$3.68K +42 +18%
CIM
673
Contravisory Investment Management
Massachusetts
$21.4K
CWM
674
CarsonAllaria Wealth Management
Illinois
$21.4K +$1.84K +21 +9%
PP
675
Pacifica Partners
Canada
$20.5K

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.