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DocuSign

770 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, 281 increasing their positions, 275 reducing their positions, and 110 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: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
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
NC
651
NewSquare Capital
Pennsylvania
$16.6K
GBT
652
Grove Bank & Trust
Florida
$15.7K
SIS
653
Strategic Investment Solutions
Illinois
$15.6K
HPC
654
HM Payson & Co
Maine
$15.6K
SA
655
SRH Advisors
Kansas
$15.6K
MAS
656
MPWM Advisory Solutions
Georgia
$15.2K
GWSG
657
GPS Wealth Strategies Group
Colorado
$15.2K
CIA
658
Cape Investment Advisory
Georgia
$15K
PSFG
659
Park Square Financial Group
Georgia
$14.8K
MSG
660
Main Street Group
Virginia
$14.4K
GA
661
GoalVest Advisory
New York
$14.1K
LI
662
LRI Investments
Florida
$13.3K
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$12.9K
FMP
664
Financial Management Professionals
Texas
$10.6K
CAM
665
Close Asset Management
United Kingdom
$10K
PWMG
666
Private Wealth Management Group
New Jersey
$9.81K
SIC
667
Salem Investment Counselors
North Carolina
$9.19K
PFBT
668
Parkside Financial Bank & Trust
Missouri
$8.72K
RFS
669
Richardson Financial Services
Massachusetts
$8.59K
GEA
670
Glen Eagle Advisors
New Jersey
$8.41K
PP
671
PFS Partners
New Jersey
$8.18K
VWWMG
672
Vermillion & White Wealth Management Group
Pennsylvania
$8.1K
ECM
673
EMC Capital Management
Texas
$8K
RIL
674
Rothschild Investment LLC
Illinois
$7.79K
AA
675
Addison Advisors
Vermont
$7.79K