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DocuSign

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
676
HM Payson & Co
Maine
$16.3K
SC
677
Stephens Consulting
Michigan
$16.3K
SA
678
SRH Advisors
Kansas
$16.3K
SPM
679
Symmetry Peak Management
Pennsylvania
$16.3K +$16.3K +200 New
ACA
680
Atlas Capital Advisors
Wyoming
$15.9K +$15.9K +195 New
GWSG
681
GPS Wealth Strategies Group
Colorado
$15.9K +$2.12K +26 +15%
MG
682
Mather Group
Illinois
$15.1K
MSG
683
Main Street Group
Virginia
$15.1K
MA
684
Montag & Associates
Georgia
$15K -$1.3K -16 -8%
GA
685
GoalVest Advisory
New York
$14.7K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$14.3K +$5.7K +70 +66%
LI
687
LRI Investments
Florida
$13.9K
QC
688
Quent Capital
New York
$13.8K -$2.44K -30 -15%
PSFG
689
Park Square Financial Group
Georgia
$13.2K -$4.31K -53 -25%
FMII
690
Farmers & Merchants Investments Inc
Nebraska
$11.1K +$5.78K +71 +109%
AF
691
Atala Financial
California
$11K
FMP
692
Financial Management Professionals
Texas
$10.5K -$570 -7 -5%
BWL
693
Bogart Wealth LLC
Virginia
$10.5K +$3.09K +38 +42%
PWMG
694
Private Wealth Management Group
New Jersey
$10.3K
CA
695
Continuum Advisory
Idaho
$10.3K -$5.37K -66 -34%
CAM
696
Close Asset Management
United Kingdom
$10K +$10K +125 New
SIC
697
Salem Investment Counselors
North Carolina
$9.61K
RFS
698
Richardson Financial Services
Massachusetts
$9.04K -$326 -4 -3%
AF
699
Abound Financial
California
$8.63K +$8.63K +106 New
PP
700
PFS Partners
New Jersey
$8.55K