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DocuSign

769 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, 280 increasing their positions, 276 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: $ → $

4% less funds holding

Funds holding: 797769 (-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
769
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
BWL
676
Bogart Wealth LLC
Virginia
$7.71K
CSPIA
677
Cary Street Partners Investment Advisory
Virginia
$7.24K
FDW
678
Fourth Dimension Wealth
Ohio
$7.09K
HCM
679
Hollencrest Capital Management
California
$7.01K
TFGT
680
TS Financial Group (TSFG)
Illinois
$7K
BIA
681
Bell Investment Advisors
California
$6.78K
CT
682
Colonial Trust
South Carolina
$6.7K
AT
683
Arlington Trust
Alabama
$6.62K
TIM
684
Total Investment Management
Arizona
$6.08K
VNA
685
Valley National Advisers
Pennsylvania
$6K
EPIMS
686
Evelyn Partners Investment Management Services
$5.92K
T
687
Tidemark
California
$5.84K
TWD
688
True Wealth Design
Ohio
$5.69K
EWP
689
Elevation Wealth Partners
California
$5.61K
OP
690
ORG Partners
Indiana
$5.49K
HNW
691
High Note Wealth
Minnesota
$4.44K
BFS
692
Bare Financial Services
Pennsylvania
$4.44K
BCWM
693
Bartlett & Co Wealth Management
Ohio
$4.28K
MSWA
694
Marshall & Sterling Wealth Advisors
New York
$4.28K
CAL
695
Capital Analysts LLC
Pennsylvania
$4K
BL
696
BFSG LLC
California
$3.9K
EWA
697
EQ Wealth Advisors
Texas
$3.9K
API
698
Asset Planning Inc
California
$3.9K
WIM
699
Westside Investment Management
California
$3.9K
CAM
700
Creekmur Asset Management
Illinois
$3.66K