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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$10.5K -$613 -7 -5%
BWL
702
Bogart Wealth LLC
Virginia
$10.5K +$3.33K +38 +42%
PWMG
703
Private Wealth Management Group
New Jersey
$10.3K
CA
704
Continuum Advisory
Idaho
$10.3K -$5.78K -66 -34%
CAM
705
Close Asset Management
United Kingdom
$10K +$10.9K +125 New
SIC
706
Salem Investment Counselors
North Carolina
$9.61K
RFS
707
Richardson Financial Services
Massachusetts
$9.04K -$350 -4 -3%
AF
708
Abound Financial
California
$8.63K +$9.28K +106 New
PP
709
PFS Partners
New Jersey
$8.55K
VWWMG
710
Vermillion & White Wealth Management Group
Pennsylvania
$8.47K +$9.11K +104 New
AA
711
Addison Advisors
Vermont
$8.14K
GK
712
Graney & King
New York
$8.14K
RIL
713
Rothschild Investment LLC
Illinois
$8.14K
ECM
714
EMC Capital Management
Texas
$8K
FDW
715
Fourth Dimension Wealth
Ohio
$7.41K
HCM
716
Hollencrest Capital Management
California
$7.33K
BCWM
717
Bartlett & Co Wealth Management
Ohio
$7.08K +$3.07K +35 +67%
TFGT
718
TS Financial Group (TSFG)
Illinois
$7K
VNA
719
Valley National Advisers
Pennsylvania
$7K
AT
720
Arlington Trust
Alabama
$6.92K +$7.45K +85 New
T
721
Tidemark
California
$6.43K
SCB
722
Saudi Central Bank
Saudi Arabia
$6.43K +$6.92K +79 New
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$6.19K -$86.3K -985 -93%
EWP
724
Elevation Wealth Partners
California
$5.86K
GSWM
725
Golden State Wealth Management
California
$5.62K +$613 +7 +11%

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.