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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
GK
701
Graney & King
New York
$7.21K
ANBT
702
American National Bank & Trust
Texas
$7.21K
EWP
703
Elevation Wealth Partners
California
$7.07K
HCM
704
Hollencrest Capital Management
California
$6.49K
SL
705
Salomon & Ludwin
Virginia
$6.49K
CT
706
Colonial Trust
South Carolina
$6.2K
AT
707
Arlington Trust
Alabama
$6.13K
VNA
708
Valley National Advisers
Pennsylvania
$6K
PG
709
Proffitt & Goodson
Tennessee
$5.98K
CPG
710
Cornerstone Planning Group
New Jersey
$5.88K
SWP
711
Strategic Wealth Partners
Ohio
$5.84K
SWM
712
Spire Wealth Management
Virginia
$5.77K
CVM
713
Cheviot Value Management
California
$5.66K
FDW
714
Fourth Dimension Wealth
Ohio
$5.62K
MSWA
715
Marshall & Sterling Wealth Advisors
New York
$5.48K
T
716
Tidemark
California
$5.41K
TFGT
717
TS Financial Group (TSFG)
Illinois
$5K
AG
718
AmeriFlex Group
Nevada
$4.61K
HNW
719
High Note Wealth
Minnesota
$4.47K
ETC
720
Exchange Traded Concepts
Oklahoma
$4.25K
BFS
721
Bare Financial Services
Pennsylvania
$3.89K
S
722
Sachetta
Massachusetts
$3.89K
BL
723
BFSG LLC
California
$3.6K
Q1WB
724
Quest 10 Wealth Builders
Virginia
$3.6K
API
725
Asset Planning Inc
California
$3.6K