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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
GBT
676
Grove Bank & Trust
Florida
$14.6K
HPC
677
HM Payson & Co
Maine
$14.4K
SIS
678
Strategic Investment Solutions
Illinois
$14.4K
CFB
679
Cullen/Frost Bankers
Texas
$14.1K
MAS
680
MPWM Advisory Solutions
Georgia
$14.1K
PFBT
681
Parkside Financial Bank & Trust
Missouri
$12.8K
MSG
682
Main Street Group
Virginia
$12.6K
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$12.4K
LI
684
LRI Investments
Florida
$12.3K
RFP
685
Root Financial Partners
California
$11.8K
PP
686
Pacifica Partners
Canada
$11.4K
PSFG
687
Park Square Financial Group
Georgia
$10.6K
AAS
688
Ameritas Advisory Services
Nebraska
$10.3K
AA
689
Addison Advisors
Vermont
$10.2K
RIL
690
Rothschild Investment LLC
Illinois
$9.95K
CSPIA
691
Cary Street Partners Investment Advisory
Virginia
$9.88K
FMP
692
Financial Management Professionals
Texas
$9.8K
HNB
693
Huntington National Bank
Ohio
$9.59K
RFS
694
Richardson Financial Services
Massachusetts
$9.59K
GWSG
695
GPS Wealth Strategies Group
Colorado
$9.52K
PWMG
696
Private Wealth Management Group
New Jersey
$9.08K
SIC
697
Salem Investment Counselors
North Carolina
$8.51K
GEA
698
Glen Eagle Advisors
New Jersey
$7.79K
PP
699
PFS Partners
New Jersey
$7.57K
BWL
700
Bogart Wealth LLC
Virginia
$7.57K