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DocuSign

770 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 281 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Creekmur Asset Management
Illinois
$3.66K
ADL
702
Asset Dedication LLC
California
$3.66K
GIA
703
GHP Investment Advisors
Colorado
$3.43K
GG
704
Gleason Group
Kentucky
$3.27K
WB
705
Webster Bank
Connecticut
$2.8K
MSFP
706
Mark Sheptoff Financial Planning
Connecticut
$2.73K
JWA
707
JFS Wealth Advisors
Pennsylvania
$2.42K
ACM
708
Anfield Capital Management
California
$2.34K
CT
709
Clearstead Trust
Maine
$2.26K
YP
710
YANKCOM Partnership
South Dakota
$2.18K
TCA
711
Trifecta Capital Advisors
Illinois
$2.18K
PPC
712
Park Place Capital
Alabama
$2.09K
AW
713
Avion Wealth
Texas
$2K
PMAM
714
Picton Mahoney Asset Management
Ontario, Canada
$2K
MCM
715
MV Capital Management
Maryland
$1.95K
AIM
716
Anchor Investment Management
South Carolina
$1.95K
CPG
717
Cornerstone Planning Group
New Jersey
$1.85K
S
718
Sachetta
Massachusetts
$1.71K
CB
719
CNB Bank
Pennsylvania
$1.64K
GWSA
720
Global Wealth Strategies & Associates
Colorado
$1.56K
FLFS
721
Family Legacy Financial Solutions
North Carolina
$1.56K
CH
722
Cromwell Holdings
Wyoming
$1.48K
FFO
723
Fortitude Family Office
Arizona
$1.48K
KG
724
Kilter Group
New York
$1.4K
SC
725
Solstein Capital
California
$1.4K