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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
651
Golden State Wealth Management
California
$19.6K +$14.8K +183 +265%
ECM
652
Estabrook Capital Management
New York
$19.5K +$20.2K +250 New
CFO
653
CVA Family Office
Colorado
$18.8K +$1.46K +18 +8%
ATC
654
Adirondack Trust Company
New York
$18.3K
W
655
WealthCollab
Washington
$17.8K -$3.4K -42 -15%
CWM
656
CarsonAllaria Wealth Management
Illinois
$17.4K -$3.15K -39 -15%
TPCW
657
TD Private Client Wealth
New York
$17K +$890 +11 +5%
NC
658
NewSquare Capital
Pennsylvania
$16.6K -$7.04K -87 -29%
MWA
659
Medallion Wealth Advisors
Connecticut
$16.1K
GBT
660
Grove Bank & Trust
Florida
$15.7K
SIS
661
Strategic Investment Solutions
Illinois
$15.6K -$2.02K -25 -11%
HPC
662
HM Payson & Co
Maine
$15.6K
SA
663
SRH Advisors
Kansas
$15.6K
MAS
664
MPWM Advisory Solutions
Georgia
$15.2K -$2.43K -30 -13%
GWSG
665
GPS Wealth Strategies Group
Colorado
$15.2K
CIA
666
Cape Investment Advisory
Georgia
$15K +$15.5K +192 New
PSFG
667
Park Square Financial Group
Georgia
$14.8K +$2.27K +28 +17%
MSG
668
Main Street Group
Virginia
$14.4K
GA
669
GoalVest Advisory
New York
$14.1K
LI
670
LRI Investments
Florida
$13.3K
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$12.9K +$2.43K +30 +22%
FMP
672
Financial Management Professionals
Texas
$10.6K +$566 +7 +5%
CAM
673
Close Asset Management
United Kingdom
$10K
PWMG
674
Private Wealth Management Group
New Jersey
$9.81K
SIC
675
Salem Investment Counselors
North Carolina
$9.19K

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.