DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 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: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
GTAM
651
Global Trust Asset Management
Florida
$12.3K
ZBNA
652
Zions Bancorporation, National Association
Utah
$12.2K
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$12.1K
LI
654
LRI Investments
Florida
$11.7K
RFP
655
Root Financial Partners
California
$11.6K
GFA
656
Godfrey Financial Associates
New York
$10.9K
PP
657
Pacifica Partners
Canada
$10.7K
EW
658
Elyxium Wealth
California
$10.7K
BIA
659
Bell Investment Advisors
California
$9.64K
FMP
660
Financial Management Professionals
Texas
$9.3K
GSWM
661
Golden State Wealth Management
California
$9.17K
PWMG
662
Private Wealth Management Group
New Jersey
$8.62K
KFAS
663
Keating Financial Advisory Services
Kansas
$8.48K
HNB
664
Huntington National Bank
Ohio
$8.41K
RFS
665
Richardson Financial Services
Massachusetts
$7.93K
EWP
666
Elevation Wealth Partners
California
$7.87K
MAM
667
Marquette Asset Management
Minnesota
$7.46K
PP
668
PFS Partners
New Jersey
$7.18K
CIA
669
Cape Investment Advisory
Georgia
$6.91K
AA
670
Addison Advisors
Vermont
$6.84K
GK
671
Graney & King
New York
$6.84K
SFG
672
Strive Financial Group
Indiana
$6.5K
HCM
673
Hollencrest Capital Management
California
$6.16K
OP
674
ORG Partners
Indiana
$5.88K
AT
675
Arlington Trust
Alabama
$5.81K