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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
676
ORG Partners
Indiana
$5.88K +$5.26K +76 +760%
AT
677
Arlington Trust
Alabama
$5.81K
SWM
678
Spire Wealth Management
Virginia
$5.61K +$138 +2 +3%
MAFA
679
MJT & Associates Financial Advisory
Minnesota
$5.47K +$3.6K +52 +186%
FDW
680
Fourth Dimension Wealth
Ohio
$5.34K
GWSG
681
GPS Wealth Strategies Group
Colorado
$5.33K -$3.73K -54 -41%
T
682
Tidemark
California
$5.13K
MCM
683
Manchester Capital Management
Vermont
$5.13K +$4.98K +72 +2,400%
VNA
684
Valley National Advisers
Pennsylvania
$5K
HC
685
Hurley Capital
New York
$4.99K +$4.91K +71 +3,550%
KFG
686
Kingdom Financial Group
Arizona
$4.72K +$4.77K +69 New
BWL
687
Bogart Wealth LLC
Virginia
$4.65K -$2.56K -37 -35%
SEP
688
Signature Equity Partners
Ohio
$4.65K +$4.7K +68 New
CT
689
Colonial Trust
South Carolina
$4.38K -$1.52K -22 -26%
HNW
690
High Note Wealth
Minnesota
$4.38K +$138 +2 +3%
CT
691
Clearstead Trust
Maine
$4.31K +$1.66K +24 +62%
NI
692
NCP Inc
California
$4.1K +$4.15K +60 New
TFGT
693
TS Financial Group (TSFG)
Illinois
$4K
API
694
Asset Planning Inc
California
$3.42K
BL
695
BFSG LLC
California
$3.42K
Q1WB
696
Quest 10 Wealth Builders
Virginia
$3.42K
AWM
697
Activest Wealth Management
Florida
$3.28K +$3.25K +47 +4,700%
OCM
698
Osbon Capital Management
Massachusetts
$3.21K +$3.25K +47 New
EPAM
699
Evelyn Partners Asset Management
$3.08K
GIA
700
GHP Investment Advisors
Colorado
$3.01K