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DocuSign

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
FDW
676
Fourth Dimension Wealth
Ohio
$7.09K
HCM
677
Hollencrest Capital Management
California
$7.01K
TFGT
678
TS Financial Group (TSFG)
Illinois
$7K
BIA
679
Bell Investment Advisors
California
$6.78K +$1.56K +20 +30%
CT
680
Colonial Trust
South Carolina
$6.7K +$1.71K +22 +34%
AT
681
Arlington Trust
Alabama
$6.62K
TIM
682
Total Investment Management
Arizona
$6.08K +$6.08K +78 New
VNA
683
Valley National Advisers
Pennsylvania
$6K
EPIMS
684
Evelyn Partners Investment Management Services
$5.93K -$30.9K -4,265 -84%
T
685
Tidemark
California
$5.84K -$312 -4 -5%
TWD
686
True Wealth Design
Ohio
$5.69K +$779 +10 +16%
EWP
687
Elevation Wealth Partners
California
$5.61K
OP
688
ORG Partners
Indiana
$5.49K +$5.49K +71 New
HNW
689
High Note Wealth
Minnesota
$4.44K -$312 -4 -7%
BFS
690
Bare Financial Services
Pennsylvania
$4.44K +$3.12K +40 +235%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$4.28K -$2.49K -32 -37%
MSWA
692
Marshall & Sterling Wealth Advisors
New York
$4.28K +$2.73K +35 +175%
CAL
693
Capital Analysts LLC
Pennsylvania
$4K
WIM
694
Westside Investment Management
California
$3.9K
BL
695
BFSG LLC
California
$3.9K
EWA
696
EQ Wealth Advisors
Texas
$3.9K
API
697
Asset Planning Inc
California
$3.9K
CAM
698
Creekmur Asset Management
Illinois
$3.66K
ADL
699
Asset Dedication LLC
California
$3.66K +$2.1K +27 +135%
GIA
700
GHP Investment Advisors
Colorado
$3.43K