DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bare Financial Services
Pennsylvania
$1.98K
PPC
702
Park Place Capital
Alabama
$1.85K
LWMI
703
Legacy Wealth Management (Idaho)
Idaho
$1.85K
CWA
704
Carolina Wealth Advisors
South Carolina
$1.78K
SRCM
705
Signature Resources Capital Management
California
$1.78K
OC
706
Optima Capital
Oregon
$1.78K
RWS
707
Retirement Wealth Solutions
Wisconsin
$1.64K
AP
708
Aspect Partners
Virginia
$1.64K
MCM
709
MV Capital Management
Maryland
$1.57K
TPCW
710
TD Private Client Wealth
New York
$1.57K
S
711
Sachetta
Massachusetts
$1.5K
CB
712
CNB Bank
Pennsylvania
$1.44K
TCM
713
Triumph Capital Management
Colorado
$1.44K
IPS
714
Investors Portfolio Services
Washington
$1.38K
PMAM
715
Picton Mahoney Asset Management
Ontario, Canada
$1.37K
ADL
716
Asset Dedication LLC
California
$1.37K
GWSA
717
Global Wealth Strategies & Associates
Colorado
$1.37K
TAM
718
Tucker Asset Management
Colorado
$1.3K
KG
719
Kilter Group
New York
$1.23K
PWA
720
Physician Wealth Advisors
Utah
$1.23K
PS
721
PayPay Securities
Japan
$1.23K
SIS
722
Sound Income Strategies
Florida
$1.19K
HIW
723
Holos Integrated Wealth
Pennsylvania
$1.17K
CH
724
Cromwell Holdings
Wyoming
$1.16K
LWM
725
Lodestone Wealth Management
Washington
$1.09K