DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 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: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
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
TFA
701
Transamerica Financial Advisors
Florida
$2.74K
CPG
702
Cornerstone Planning Group
New Jersey
$2.64K
WB
703
Webster Bank
Connecticut
$2.46K
JWA
704
JFS Wealth Advisors
Pennsylvania
$2.39K
GEA
705
Glen Eagle Advisors
New Jersey
$2.26K
AG
706
AmeriFlex Group
Nevada
$2.19K
NS
707
NBC Securities
Alabama
$2.12K
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
ACM
709
Anfield Capital Management
California
$2.05K
AW
710
Avion Wealth
Texas
$2K
VR
711
Vision Retirement
New Jersey
$1.98K
BFS
712
Bare Financial Services
Pennsylvania
$1.98K
PPC
713
Park Place Capital
Alabama
$1.85K
LWMI
714
Legacy Wealth Management (Idaho)
Idaho
$1.85K
CWA
715
Carolina Wealth Advisors
South Carolina
$1.78K
SRCM
716
Signature Resources Capital Management
California
$1.78K
OC
717
Optima Capital
Oregon
$1.78K
RWS
718
Retirement Wealth Solutions
Wisconsin
$1.64K
AP
719
Aspect Partners
Virginia
$1.64K
MCM
720
MV Capital Management
Maryland
$1.57K
TPCW
721
TD Private Client Wealth
New York
$1.57K
SWM
722
SHP Wealth Management
Massachusetts
$1.57K
S
723
Sachetta
Massachusetts
$1.5K
CB
724
CNB Bank
Pennsylvania
$1.44K
TCM
725
Triumph Capital Management
Colorado
$1.44K