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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$29.5K
CIBC Private Wealth Group
652
CIBC Private Wealth Group
Georgia
$28.4K
AA
653
Ancora Advisors
Ohio
$27.8K
TFIPS
654
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.5K
HWM
655
Hemington Wealth Management
Virginia
$23K
SC
656
Swan Capital
Florida
$22.7K
EWM
657
Evolution Wealth Management
Florida
$22.1K
ECM
658
EMC Capital Management
Texas
$22K
AUB
659
Atlantic Union Bankshares
Virginia
$22K
CFD
660
Creative Financial Designs
Indiana
$21.5K
W
661
WealthCollab
Washington
$21.3K
CIAM
662
Caitong International Asset Management
Hong Kong
$20.6K
PWA
663
Provenance Wealth Advisors
Florida
$20.3K
TCM
664
Tradewinds Capital Management
Washington
$19.8K
GSWM
665
Golden State Wealth Management
California
$19K
ECM
666
Estabrook Capital Management
New York
$18K
AAM
667
Advisors Asset Management
Colorado
$17.7K
ATC
668
Adirondack Trust Company
New York
$16.9K
FDCP
669
Foster Dykema Cabot & Partners
Massachusetts
$16.9K
RBI
670
Raiffeisen Bank International
Austria
$16.3K
CFO
671
CVA Family Office
Colorado
$16.1K
TPCW
672
TD Private Client Wealth
New York
$15.6K
QC
673
Quent Capital
New York
$15.6K
TWD
674
True Wealth Design
Ohio
$15.2K
CCM
675
Cloud Capital Management
Washington
$15K