DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 269 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Private Wealth Management Group
New Jersey
$9.08K
SIC
702
Salem Investment Counselors
North Carolina
$8.51K
GEA
703
Glen Eagle Advisors
New Jersey
$7.79K
PP
704
PFS Partners
New Jersey
$7.57K
BWL
705
Bogart Wealth LLC
Virginia
$7.57K
GK
706
Graney & King
New York
$7.21K
ANBT
707
American National Bank & Trust
Texas
$7.21K
EWP
708
Elevation Wealth Partners
California
$7.07K
HCM
709
Hollencrest Capital Management
California
$6.49K
SL
710
Salomon & Ludwin
Virginia
$6.49K
CT
711
Colonial Trust
South Carolina
$6.2K
AT
712
Arlington Trust
Alabama
$6.13K
VNA
713
Valley National Advisers
Pennsylvania
$6K
PG
714
Proffitt & Goodson
Tennessee
$5.98K
CPG
715
Cornerstone Planning Group
New Jersey
$5.88K
SWP
716
Strategic Wealth Partners
Ohio
$5.84K
SWM
717
Spire Wealth Management
Virginia
$5.77K
CVM
718
Cheviot Value Management
California
$5.66K
FDW
719
Fourth Dimension Wealth
Ohio
$5.62K
MSWA
720
Marshall & Sterling Wealth Advisors
New York
$5.48K
T
721
Tidemark
California
$5.41K
TFGT
722
TS Financial Group (TSFG)
Illinois
$5K
AG
723
AmeriFlex Group
Nevada
$4.61K
HNW
724
High Note Wealth
Minnesota
$4.47K
ETC
725
Exchange Traded Concepts
Oklahoma
$4.25K