We are live on ! Find out more
DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
676
Parkside Financial Bank & Trust
Missouri
$8.72K -$5.18K -64 -36%
RFS
677
Richardson Financial Services
Massachusetts
$8.59K
GEA
678
Glen Eagle Advisors
New Jersey
$8.41K -$8.98K -111 -51%
PP
679
PFS Partners
New Jersey
$8.18K
VWWMG
680
Vermillion & White Wealth Management Group
Pennsylvania
$8.1K
ECM
681
EMC Capital Management
Texas
$8K
AA
682
Addison Advisors
Vermont
$7.79K
GK
683
Graney & King
New York
$7.79K
RIL
684
Rothschild Investment LLC
Illinois
$7.79K
BWL
685
Bogart Wealth LLC
Virginia
$7.71K -$2.43K -30 -23%
CSPIA
686
Cary Street Partners Investment Advisory
Virginia
$7.24K +$1.38K +17 +22%
FDW
687
Fourth Dimension Wealth
Ohio
$7.09K
HCM
688
Hollencrest Capital Management
California
$7.01K
TFGT
689
TS Financial Group (TSFG)
Illinois
$7K
BIA
690
Bell Investment Advisors
California
$6.78K +$1.62K +20 +30%
CT
691
Colonial Trust
South Carolina
$6.7K +$1.78K +22 +34%
AT
692
Arlington Trust
Alabama
$6.62K
TIM
693
Total Investment Management
Arizona
$6.08K +$6.31K +78 New
VNA
694
Valley National Advisers
Pennsylvania
$6K
T
695
Tidemark
California
$5.84K -$324 -4 -5%
TWD
696
True Wealth Design
Ohio
$5.69K +$809 +10 +16%
EWP
697
Elevation Wealth Partners
California
$5.61K
OP
698
ORG Partners
Indiana
$5.49K +$5.74K +71 New
HNW
699
High Note Wealth
Minnesota
$4.44K -$324 -4 -7%
BFS
700
Bare Financial Services
Pennsylvania
$4.44K +$3.24K +40 +235%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.