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DocuSign

769 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, 280 increasing their positions, 276 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: $ → $

4% less funds holding

Funds holding: 797769 (-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
769
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
ADL
701
Asset Dedication LLC
California
$3.66K
GIA
702
GHP Investment Advisors
Colorado
$3.43K
GG
703
Gleason Group
Kentucky
$3.27K
WB
704
Webster Bank
Connecticut
$2.8K
MSFP
705
Mark Sheptoff Financial Planning
Connecticut
$2.73K
JWA
706
JFS Wealth Advisors
Pennsylvania
$2.42K
ACM
707
Anfield Capital Management
California
$2.34K
CT
708
Clearstead Trust
Maine
$2.26K
YP
709
YANKCOM Partnership
South Dakota
$2.18K
TCA
710
Trifecta Capital Advisors
Illinois
$2.18K
PPC
711
Park Place Capital
Alabama
$2.09K
AW
712
Avion Wealth
Texas
$2K
PMAM
713
Picton Mahoney Asset Management
Ontario, Canada
$2K
MCM
714
MV Capital Management
Maryland
$1.95K
AIM
715
Anchor Investment Management
South Carolina
$1.95K
CPG
716
Cornerstone Planning Group
New Jersey
$1.85K
S
717
Sachetta
Massachusetts
$1.71K
CB
718
CNB Bank
Pennsylvania
$1.64K
GWSA
719
Global Wealth Strategies & Associates
Colorado
$1.56K
FLFS
720
Family Legacy Financial Solutions
North Carolina
$1.56K
CH
721
Cromwell Holdings
Wyoming
$1.48K
FFO
722
Fortitude Family Office
Arizona
$1.48K
KG
723
Kilter Group
New York
$1.4K
SC
724
Solstein Capital
California
$1.4K
HIW
725
Holos Integrated Wealth
Pennsylvania
$1.25K