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DocuSign

772 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, 282 increasing their positions, 275 reducing their positions, and 109 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: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
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
EWA
701
EQ Wealth Advisors
Texas
$3.9K
Q1WB
702
Quest 10 Wealth Builders
Virginia
$3.9K
CAM
703
Creekmur Asset Management
Illinois
$3.66K
ADL
704
Asset Dedication LLC
California
$3.66K
GIA
705
GHP Investment Advisors
Colorado
$3.43K
GG
706
Gleason Group
Kentucky
$3.27K
WB
707
Webster Bank
Connecticut
$2.8K
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$2.73K
JWA
709
JFS Wealth Advisors
Pennsylvania
$2.42K
ACM
710
Anfield Capital Management
California
$2.34K
CT
711
Clearstead Trust
Maine
$2.26K
YP
712
YANKCOM Partnership
South Dakota
$2.18K
TCA
713
Trifecta Capital Advisors
Illinois
$2.18K
PPC
714
Park Place Capital
Alabama
$2.09K
AW
715
Avion Wealth
Texas
$2K
PMAM
716
Picton Mahoney Asset Management
Ontario, Canada
$2K
MCM
717
MV Capital Management
Maryland
$1.95K
AIM
718
Anchor Investment Management
South Carolina
$1.95K
CPG
719
Cornerstone Planning Group
New Jersey
$1.85K
S
720
Sachetta
Massachusetts
$1.71K
CB
721
CNB Bank
Pennsylvania
$1.64K
GWSA
722
Global Wealth Strategies & Associates
Colorado
$1.56K
FLFS
723
Family Legacy Financial Solutions
North Carolina
$1.56K
CH
724
Cromwell Holdings
Wyoming
$1.48K
FFO
725
Fortitude Family Office
Arizona
$1.48K