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DocuSign
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Overview Fund Activity

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$149M
2
DFO
Duquesne Family Office
New York
$87.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$95M
4
SC
Styrax Capital
New York
$70M
5
Victory Capital Management
Victory Capital Management
Texas
$59.8M

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$258M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.04M
5
Amundi
Amundi
France
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
701
Vermillion & White Wealth Management Group
Pennsylvania
$8.47K +$8.47K +104 New
GK
702
Graney & King
New York
$8.14K – – –
RIL
703
Rothschild Investment LLC
Illinois
$8.14K – – –
AA
704
Addison Advisors
Vermont
$8.14K – – –
ECM
705
EMC Capital Management
Texas
$8K – – –
FDW
706
Fourth Dimension Wealth
Ohio
$7.41K – – –
HCM
707
Hollencrest Capital Management
California
$7.33K – – –
BCWM
708
Bartlett & Co Wealth Management
Ohio
$7.08K +$2.85K +35 +67%
VNA
709
Valley National Advisers
Pennsylvania
$7K – – –
TFGT
710
TS Financial Group (TSFG)
Illinois
$7K – – –
AT
711
Arlington Trust
Alabama
$6.92K +$6.92K +85 New
T
712
Tidemark
California
$6.43K – – –
SCB
713
Saudi Central Bank
Saudi Arabia
$6.43K +$6.43K +79 New
EPIMS
714
Evelyn Partners Investment Management Services
$6.19K +$6.19K +5,083 New
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$6.19K -$80.2K -985 -93%
EWP
716
Elevation Wealth Partners
California
$5.86K – – –
GSWM
717
Golden State Wealth Management
California
$5.62K +$570 +7 +11%
BBHC
718
Brown Brothers Harriman & Co
New York
$5.45K – – –
BIA
719
Bell Investment Advisors
California
$5.45K – – –
CT
720
Colonial Trust
South Carolina
$5.21K +$5.21K +64 New
TWD
721
True Wealth Design
Ohio
$5.13K +$4.48K +55 +688%
NS
722
NBC Securities
Alabama
$5K +$5K +66 New
HNW
723
High Note Wealth
Minnesota
$4.97K +$407 +5 +9%
RS
724
Rakuten Securities
Japan
$4.56K -$60.3K -741 -93%
HC
725
Hurley Capital
New York
$4.23K – – –
27 28
29
30 31