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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$4.28K -$2.59K -32 -37%
MSWA
702
Marshall & Sterling Wealth Advisors
New York
$4.28K +$2.83K +35 +175%
CAL
703
Capital Analysts LLC
Pennsylvania
$4K
API
704
Asset Planning Inc
California
$3.9K
BL
705
BFSG LLC
California
$3.9K
EWA
706
EQ Wealth Advisors
Texas
$3.9K
WIM
707
Westside Investment Management
California
$3.9K
Q1WB
708
Quest 10 Wealth Builders
Virginia
$3.9K +$4.04K +50 New
CAM
709
Creekmur Asset Management
Illinois
$3.66K
ADL
710
Asset Dedication LLC
California
$3.66K +$2.18K +27 +135%
GIA
711
GHP Investment Advisors
Colorado
$3.43K
GG
712
Gleason Group
Kentucky
$3.27K
WB
713
Webster Bank
Connecticut
$2.8K +$2.91K +36 New
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$2.73K -$21.4K -265 -88%
JWA
715
JFS Wealth Advisors
Pennsylvania
$2.42K +$566 +7 +29%
ACM
716
Anfield Capital Management
California
$2.34K
CT
717
Clearstead Trust
Maine
$2.26K -$81 -1 -3%
YP
718
YANKCOM Partnership
South Dakota
$2.18K
TCA
719
Trifecta Capital Advisors
Illinois
$2.18K +$2.27K +28 New
PPC
720
Park Place Capital
Alabama
$2.09K
AW
721
Avion Wealth
Texas
$2K -$37.3K -461 -95%
PMAM
722
Picton Mahoney Asset Management
Ontario, Canada
$2K
MCM
723
MV Capital Management
Maryland
$1.95K +$243 +3 +14%
AIM
724
Anchor Investment Management
South Carolina
$1.95K
CPG
725
Cornerstone Planning Group
New Jersey
$1.85K -$81 -1 -4%

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.