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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
701
Gleason Group
Kentucky
$3.27K – – –
WB
702
Webster Bank
Connecticut
$2.8K +$2.8K +36 New
MSFP
703
Mark Sheptoff Financial Planning
Connecticut
$2.73K -$20.6K -265 -88%
JWA
704
JFS Wealth Advisors
Pennsylvania
$2.42K +$545 +7 +29%
ACM
705
Anfield Capital Management
California
$2.34K – – –
CT
706
Clearstead Trust
Maine
$2.26K -$78 -1 -3%
YP
707
YANKCOM Partnership
South Dakota
$2.18K – – –
TCA
708
Trifecta Capital Advisors
Illinois
$2.18K +$2.18K +28 New
PPC
709
Park Place Capital
Alabama
$2.09K – – –
AW
710
Avion Wealth
Texas
$2K -$35.5K -461 -95%
PMAM
711
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
MCM
712
MV Capital Management
Maryland
$1.95K +$234 +3 +14%
AIM
713
Anchor Investment Management
South Carolina
$1.95K – – –
CPG
714
Cornerstone Planning Group
New Jersey
$1.85K -$74 -1 -4%
S
715
Sachetta
Massachusetts
$1.71K – – –
CB
716
CNB Bank
Pennsylvania
$1.64K – – –
GWSA
717
Global Wealth Strategies & Associates
Colorado
$1.56K – – –
FLFS
718
Family Legacy Financial Solutions
North Carolina
$1.56K +$1.56K +20 New
CH
719
Cromwell Holdings
Wyoming
$1.48K +$545 +7 +58%
FFO
720
Fortitude Family Office
Arizona
$1.48K +$1.48K +19 New
KG
721
Kilter Group
New York
$1.4K +$1.4K +18 New
SC
722
Solstein Capital
California
$1.4K – – –
HIW
723
Holos Integrated Wealth
Pennsylvania
$1.25K – – –
NEWAS
724
N.E.W. Advisory Services
Wisconsin
$1.17K – – –
VWA
725
Valued Wealth Advisors
Utah
$1.01K – – –
27 28
29
30 31