DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.9% less ownership

Funds ownership: 86.87%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
676
CVA Family Office
Colorado
$16.1K
TPCW
677
TD Private Client Wealth
New York
$15.6K
QC
678
Quent Capital
New York
$15.6K
TWD
679
True Wealth Design
Ohio
$15.2K
CCM
680
Cloud Capital Management
Washington
$15K
GBT
681
Grove Bank & Trust
Florida
$14.6K
HPC
682
HM Payson & Co
Maine
$14.4K
SIS
683
Strategic Investment Solutions
Illinois
$14.4K
CFB
684
Cullen/Frost Bankers
Texas
$14.1K
MAS
685
MPWM Advisory Solutions
Georgia
$14.1K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$12.8K
MSG
687
Main Street Group
Virginia
$12.6K
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$12.4K
LI
689
LRI Investments
Florida
$12.3K
RFP
690
Root Financial Partners
California
$11.8K
PP
691
Pacifica Partners
Canada
$11.4K
PSFG
692
Park Square Financial Group
Georgia
$10.6K
AAS
693
Ameritas Advisory Services
Nebraska
$10.3K
AA
694
Addison Advisors
Vermont
$10.2K
RIL
695
Rothschild Investment LLC
Illinois
$9.95K
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$9.88K
FMP
697
Financial Management Professionals
Texas
$9.8K
HNB
698
Huntington National Bank
Ohio
$9.59K
RFS
699
Richardson Financial Services
Massachusetts
$9.59K
GWSG
700
GPS Wealth Strategies Group
Colorado
$9.52K