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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GK
676
Graney & King
New York
$7.79K
AA
677
Addison Advisors
Vermont
$7.79K
RIL
678
Rothschild Investment LLC
Illinois
$7.79K
BWL
679
Bogart Wealth LLC
Virginia
$7.71K
CSPIA
680
Cary Street Partners Investment Advisory
Virginia
$7.24K
FDW
681
Fourth Dimension Wealth
Ohio
$7.09K
HCM
682
Hollencrest Capital Management
California
$7.01K
TFGT
683
TS Financial Group (TSFG)
Illinois
$7K
BIA
684
Bell Investment Advisors
California
$6.78K
CT
685
Colonial Trust
South Carolina
$6.7K
AT
686
Arlington Trust
Alabama
$6.62K
TIM
687
Total Investment Management
Arizona
$6.08K
VNA
688
Valley National Advisers
Pennsylvania
$6K
T
689
Tidemark
California
$5.84K
TWD
690
True Wealth Design
Ohio
$5.69K
EWP
691
Elevation Wealth Partners
California
$5.61K
OP
692
ORG Partners
Indiana
$5.49K
HNW
693
High Note Wealth
Minnesota
$4.44K
BFS
694
Bare Financial Services
Pennsylvania
$4.44K
BCWM
695
Bartlett & Co Wealth Management
Ohio
$4.28K
MSWA
696
Marshall & Sterling Wealth Advisors
New York
$4.28K
CAL
697
Capital Analysts LLC
Pennsylvania
$4K
EWA
698
EQ Wealth Advisors
Texas
$3.9K
WIM
699
Westside Investment Management
California
$3.9K
BL
700
BFSG LLC
California
$3.9K