DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
GFA
651
Godfrey Financial Associates
New York
$10.9K
PP
652
Pacifica Partners
Canada
$10.7K
EW
653
Elyxium Wealth
California
$10.7K
BIA
654
Bell Investment Advisors
California
$9.64K
FMP
655
Financial Management Professionals
Texas
$9.3K
GSWM
656
Golden State Wealth Management
California
$9.17K
PWMG
657
Private Wealth Management Group
New Jersey
$8.62K
KFAS
658
Keating Financial Advisory Services
Kansas
$8.48K
HNB
659
Huntington National Bank
Ohio
$8.41K
RFS
660
Richardson Financial Services
Massachusetts
$7.93K
EWP
661
Elevation Wealth Partners
California
$7.87K
MAM
662
Marquette Asset Management
Minnesota
$7.46K
PP
663
PFS Partners
New Jersey
$7.18K
CIA
664
Cape Investment Advisory
Georgia
$6.91K
AA
665
Addison Advisors
Vermont
$6.84K
GK
666
Graney & King
New York
$6.84K
SFG
667
Strive Financial Group
Indiana
$6.5K
HCM
668
Hollencrest Capital Management
California
$6.16K
OP
669
ORG Partners
Indiana
$5.88K
AT
670
Arlington Trust
Alabama
$5.81K
SWM
671
Spire Wealth Management
Virginia
$5.61K
MAFA
672
MJT & Associates Financial Advisory
Minnesota
$5.47K
FDW
673
Fourth Dimension Wealth
Ohio
$5.34K
GWSG
674
GPS Wealth Strategies Group
Colorado
$5.33K
T
675
Tidemark
California
$5.13K