DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
651
Aventura Private Wealth
Florida
$31.4K
ME
652
McIlrath & Eck
Washington
$31.1K
RA
653
Rise Advisors
New York
$30.9K
BTC
654
Bank & Trust Company
Illinois
$30.6K
NSIM
655
North Star Investment Management
Illinois
$29.8K
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$29.5K
CIBC Private Wealth Group
657
CIBC Private Wealth Group
Georgia
$28.4K
AA
658
Ancora Advisors
Ohio
$27.8K
TFIPS
659
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.5K
HWM
660
Hemington Wealth Management
Virginia
$23K
SC
661
Swan Capital
Florida
$22.7K
EWM
662
Evolution Wealth Management
Florida
$22.1K
ECM
663
EMC Capital Management
Texas
$22K
AUB
664
Atlantic Union Bankshares
Virginia
$22K
CFD
665
Creative Financial Designs
Indiana
$21.5K
W
666
WealthCollab
Washington
$21.3K
CIAM
667
Caitong International Asset Management
Hong Kong
$20.6K
PWA
668
Provenance Wealth Advisors
Florida
$20.3K
TCM
669
Tradewinds Capital Management
Washington
$19.8K
GSWM
670
Golden State Wealth Management
California
$19K
ECM
671
Estabrook Capital Management
New York
$18K
AAM
672
Advisors Asset Management
Colorado
$17.7K
ATC
673
Adirondack Trust Company
New York
$16.9K
FDCP
674
Foster Dykema Cabot & Partners
Massachusetts
$16.9K
RBI
675
Raiffeisen Bank International
Austria
$16.3K