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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
PSI Advisors
Florida
$19.5K
ATC
677
Adirondack Trust Company
New York
$19.1K
MAS
678
MPWM Advisory Solutions
Georgia
$18.3K
SIS
679
Strategic Investment Solutions
Illinois
$18.3K
CFO
680
CVA Family Office
Colorado
$18.2K -$175 -2 -0.9%
GEA
681
Glen Eagle Advisors
New Jersey
$17.8K -$1.31K -15 -6%
MWA
682
Medallion Wealth Advisors
Connecticut
$16.9K
TPCW
683
TD Private Client Wealth
New York
$16.9K +$263 +3 +1%
GBT
684
Grove Bank & Trust
Florida
$16.4K
HPC
685
HM Payson & Co
Maine
$16.3K
SA
686
SRH Advisors
Kansas
$16.3K
SC
687
Stephens Consulting
Michigan
$16.3K
SPM
688
Symmetry Peak Management
Pennsylvania
$16.3K +$17.5K +200 New
ACA
689
Atlas Capital Advisors
Wyoming
$15.9K +$17.1K +195 New
GWSG
690
GPS Wealth Strategies Group
Colorado
$15.9K +$2.28K +26 +15%
MG
691
Mather Group
Illinois
$15.1K
MSG
692
Main Street Group
Virginia
$15.1K
MA
693
Montag & Associates
Georgia
$15K -$1.4K -16 -8%
GA
694
GoalVest Advisory
New York
$14.7K
PFBT
695
Parkside Financial Bank & Trust
Missouri
$14.3K +$6.13K +70 +66%
LI
696
LRI Investments
Florida
$13.9K
QC
697
Quent Capital
New York
$13.8K -$2.63K -30 -15%
PSFG
698
Park Square Financial Group
Georgia
$13.2K -$4.64K -53 -25%
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$11.1K +$6.22K +71 +109%
AF
700
Atala Financial
California
$11K

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.