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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
CarsonAllaria Wealth Management
Illinois
$17.4K
TPCW
652
TD Private Client Wealth
New York
$17K
NC
653
NewSquare Capital
Pennsylvania
$16.6K
GBT
654
Grove Bank & Trust
Florida
$15.7K
SIS
655
Strategic Investment Solutions
Illinois
$15.6K
HPC
656
HM Payson & Co
Maine
$15.6K
SA
657
SRH Advisors
Kansas
$15.6K
MAS
658
MPWM Advisory Solutions
Georgia
$15.2K
GWSG
659
GPS Wealth Strategies Group
Colorado
$15.2K
CIA
660
Cape Investment Advisory
Georgia
$15K
PSFG
661
Park Square Financial Group
Georgia
$14.8K
MSG
662
Main Street Group
Virginia
$14.4K
GA
663
GoalVest Advisory
New York
$14.1K
LI
664
LRI Investments
Florida
$13.3K
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$12.9K
FMP
666
Financial Management Professionals
Texas
$10.6K
CAM
667
Close Asset Management
United Kingdom
$10K
PWMG
668
Private Wealth Management Group
New Jersey
$9.81K
SIC
669
Salem Investment Counselors
North Carolina
$9.19K
PFBT
670
Parkside Financial Bank & Trust
Missouri
$8.72K
RFS
671
Richardson Financial Services
Massachusetts
$8.59K
GEA
672
Glen Eagle Advisors
New Jersey
$8.41K
PP
673
PFS Partners
New Jersey
$8.18K
VWWMG
674
Vermillion & White Wealth Management Group
Pennsylvania
$8.1K
ECM
675
EMC Capital Management
Texas
$8K