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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
701
Turning Point Benefit Group
Maryland
$2.94K +$277 +4 +10%
CHC
702
City Holding Co
West Virginia
$2.74K
TFA
703
Transamerica Financial Advisors
Florida
$2.74K +$1.11K +16 +67%
CPG
704
Cornerstone Planning Group
New Jersey
$2.64K -$830 -12 -20%
WB
705
Webster Bank
Connecticut
$2.46K
JWA
706
JFS Wealth Advisors
Pennsylvania
$2.39K +$1.18K +17 +94%
GEA
707
Glen Eagle Advisors
New Jersey
$2.26K -$5.19K -75 -69%
AG
708
AmeriFlex Group
Nevada
$2.19K -$2.21K -32 -50%
NS
709
NBC Securities
Alabama
$2.12K
ACM
710
Anfield Capital Management
California
$2.05K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
AW
712
Avion Wealth
Texas
$2K +$692 +10 +40%
VR
713
Vision Retirement
New Jersey
$1.98K +$2K +29 New
BFS
714
Bare Financial Services
Pennsylvania
$1.98K -$1.73K -25 -46%
PPC
715
Park Place Capital
Alabama
$1.85K
LWMI
716
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.87K +27 New
CWA
717
Carolina Wealth Advisors
South Carolina
$1.78K +$1.8K +26 New
OC
718
Optima Capital
Oregon
$1.78K +$1.8K +26 New
SRCM
719
Signature Resources Capital Management
California
$1.78K +$1.8K +26 New
RWS
720
Retirement Wealth Solutions
Wisconsin
$1.64K -$1.31K -19 -44%
AP
721
Aspect Partners
Virginia
$1.64K
MCM
722
MV Capital Management
Maryland
$1.57K +$277 +4 +21%
TPCW
723
TD Private Client Wealth
New York
$1.57K -$13.4K -194 -89%
SWM
724
SHP Wealth Management
Massachusetts
$1.57K +$1.59K +23 New
S
725
Sachetta
Massachusetts
$1.5K -$2.21K -32 -59%