DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
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
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
651
Mather Group
Illinois
$945
PS
652
PayPay Securities
Japan
$921
SIC
653
Salem Investment Counselors
North Carolina
$854
OA
654
Operose Advisors
Wisconsin
$853
HIW
655
Holos Integrated Wealth
Pennsylvania
$852
RWM
656
RMG Wealth Management
Wisconsin
$773
VR
657
Vision Retirement
New Jersey
$711
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$711
GWS
659
Greykasell Wealth Strategies
California
$664
LWMI
660
Legacy Wealth Management (Idaho)
Idaho
$617
VWA
661
Valued Wealth Advisors
Utah
$617
TM
662
Torren Management
California
$616
TPCW
663
TD Private Client Wealth
New York
$522
CW
664
Curio Wealth
Maryland
$522
UFF
665
USA Financial Formulas
Michigan
$522
BIM
666
Breakwater Investment Management
Washington
$522
BLC
667
Brown, Lisle/Cummings
Rhode Island
$522
OWP
668
ORG Wealth Partners
Texas
$521
IPS
669
Investors Portfolio Services
Washington
$474
MLA
670
MB, Levis & Associates
Pennsylvania
$474
SEP
671
Signature Equity Partners
Ohio
$427
SC
672
Solstein Capital
California
$427
QWM
673
Quaker Wealth Management
New Jersey
$427
CA
674
Crewe Advisors
Utah
$427
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$380