DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
676
Bogart Wealth LLC
Virginia
$4.65K
SEP
677
Signature Equity Partners
Ohio
$4.65K
CT
678
Colonial Trust
South Carolina
$4.38K
HNW
679
High Note Wealth
Minnesota
$4.38K
CT
680
Clearstead Trust
Maine
$4.31K
NI
681
NCP Inc
California
$4.1K
TFGT
682
TS Financial Group (TSFG)
Illinois
$4K
BL
683
BFSG LLC
California
$3.42K
Q1WB
684
Quest 10 Wealth Builders
Virginia
$3.42K
API
685
Asset Planning Inc
California
$3.42K
AWM
686
Activest Wealth Management
Florida
$3.28K
EPAM
687
Evelyn Partners Asset Management
$3.08K
GIA
688
GHP Investment Advisors
Colorado
$3.01K
TPBG
689
Turning Point Benefit Group
Maryland
$2.94K
CHC
690
City Holding Co
West Virginia
$2.74K
TFA
691
Transamerica Financial Advisors
Florida
$2.74K
CPG
692
Cornerstone Planning Group
New Jersey
$2.64K
WB
693
Webster Bank
Connecticut
$2.46K
JWA
694
JFS Wealth Advisors
Pennsylvania
$2.39K
GEA
695
Glen Eagle Advisors
New Jersey
$2.26K
AG
696
AmeriFlex Group
Nevada
$2.19K
NS
697
NBC Securities
Alabama
$2.12K
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
ACM
699
Anfield Capital Management
California
$2.05K
AW
700
Avion Wealth
Texas
$2K