DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
MCM
676
Manchester Capital Management
Vermont
$5.13K
VNA
677
Valley National Advisers
Pennsylvania
$5K
HC
678
Hurley Capital
New York
$4.99K
KFG
679
Kingdom Financial Group
Arizona
$4.72K
BWL
680
Bogart Wealth LLC
Virginia
$4.65K
SEP
681
Signature Equity Partners
Ohio
$4.65K
CT
682
Colonial Trust
South Carolina
$4.38K
HNW
683
High Note Wealth
Minnesota
$4.38K
CT
684
Clearstead Trust
Maine
$4.31K
NI
685
NCP Inc
California
$4.1K
TFGT
686
TS Financial Group (TSFG)
Illinois
$4K
BL
687
BFSG LLC
California
$3.42K
Q1WB
688
Quest 10 Wealth Builders
Virginia
$3.42K
API
689
Asset Planning Inc
California
$3.42K
AWM
690
Activest Wealth Management
Florida
$3.28K
OCM
691
Osbon Capital Management
Massachusetts
$3.21K
EPAM
692
Evelyn Partners Asset Management
$3.08K
GIA
693
GHP Investment Advisors
Colorado
$3.01K
TPBG
694
Turning Point Benefit Group
Maryland
$2.94K
CHC
695
City Holding Co
West Virginia
$2.74K
TFA
696
Transamerica Financial Advisors
Florida
$2.74K
CPG
697
Cornerstone Planning Group
New Jersey
$2.64K
WB
698
Webster Bank
Connecticut
$2.46K
JWA
699
JFS Wealth Advisors
Pennsylvania
$2.39K
GEA
700
Glen Eagle Advisors
New Jersey
$2.26K