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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
651
Salomon & Ludwin
Virginia
$12.8K +$7.33K +106 +114%
W
652
WealthCollab
Washington
$12.4K -$7.88K -114 -39%
GTAM
653
Global Trust Asset Management
Florida
$12.3K -$96.8K -1,400 -89%
ZBNA
654
Zions Bancorporation, National Association
Utah
$12.2K +$12.4K +179 New
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$12.1K +$346 +5 +3%
LI
656
LRI Investments
Florida
$11.7K
RFP
657
Root Financial Partners
California
$11.6K +$346 +5 +3%
GFA
658
Godfrey Financial Associates
New York
$10.9K +$11.1K +160 New
PP
659
Pacifica Partners
Canada
$10.7K
EW
660
Elyxium Wealth
California
$10.7K +$10.8K +156 New
BIA
661
Bell Investment Advisors
California
$9.64K +$6.5K +94 +200%
FMP
662
Financial Management Professionals
Texas
$9.3K
GSWM
663
Golden State Wealth Management
California
$9.17K -$8.99K -130 -49%
PWMG
664
Private Wealth Management Group
New Jersey
$8.62K
KFAS
665
Keating Financial Advisory Services
Kansas
$8.48K +$8.57K +124 New
HNB
666
Huntington National Bank
Ohio
$8.41K -$692 -10 -8%
RFS
667
Richardson Financial Services
Massachusetts
$7.93K -$1.18K -17 -13%
EWP
668
Elevation Wealth Partners
California
$7.87K +$1.18K +17 +17%
MAM
669
Marquette Asset Management
Minnesota
$7.46K +$4.36K +63 +137%
PP
670
PFS Partners
New Jersey
$7.18K
CIA
671
Cape Investment Advisory
Georgia
$6.91K +$4.15K +60 +146%
AA
672
Addison Advisors
Vermont
$6.84K -$2.83K -41 -29%
GK
673
Graney & King
New York
$6.84K
SFG
674
Strive Financial Group
Indiana
$6.5K +$6.57K +95 New
HCM
675
Hollencrest Capital Management
California
$6.16K