DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
651
Financial Management Professionals
Texas
$9.3K
GSWM
652
Golden State Wealth Management
California
$9.17K
PWMG
653
Private Wealth Management Group
New Jersey
$8.62K
KFAS
654
Keating Financial Advisory Services
Kansas
$8.48K
HNB
655
Huntington National Bank
Ohio
$8.41K
RFS
656
Richardson Financial Services
Massachusetts
$7.93K
EWP
657
Elevation Wealth Partners
California
$7.87K
MAM
658
Marquette Asset Management
Minnesota
$7.46K
PP
659
PFS Partners
New Jersey
$7.18K
CIA
660
Cape Investment Advisory
Georgia
$6.91K
AA
661
Addison Advisors
Vermont
$6.84K
GK
662
Graney & King
New York
$6.84K
SFG
663
Strive Financial Group
Indiana
$6.5K
HCM
664
Hollencrest Capital Management
California
$6.16K
OP
665
ORG Partners
Indiana
$5.88K
AT
666
Arlington Trust
Alabama
$5.81K
SWM
667
Spire Wealth Management
Virginia
$5.61K
MAFA
668
MJT & Associates Financial Advisory
Minnesota
$5.47K
FDW
669
Fourth Dimension Wealth
Ohio
$5.34K
GWSG
670
GPS Wealth Strategies Group
Colorado
$5.33K
T
671
Tidemark
California
$5.13K
MCM
672
Manchester Capital Management
Vermont
$5.13K
VNA
673
Valley National Advisers
Pennsylvania
$5K
HC
674
Hurley Capital
New York
$4.99K
KFG
675
Kingdom Financial Group
Arizona
$4.72K