DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
AG
701
AmeriFlex Group
Nevada
$2.19K
NS
702
NBC Securities
Alabama
$2.12K
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
ACM
704
Anfield Capital Management
California
$2.05K
AW
705
Avion Wealth
Texas
$2K
BFS
706
Bare Financial Services
Pennsylvania
$1.98K
PPC
707
Park Place Capital
Alabama
$1.85K
LWMI
708
Legacy Wealth Management (Idaho)
Idaho
$1.85K
SRCM
709
Signature Resources Capital Management
California
$1.78K
CWA
710
Carolina Wealth Advisors
South Carolina
$1.78K
OC
711
Optima Capital
Oregon
$1.78K
RWS
712
Retirement Wealth Solutions
Wisconsin
$1.64K
AP
713
Aspect Partners
Virginia
$1.64K
MCM
714
MV Capital Management
Maryland
$1.57K
TPCW
715
TD Private Client Wealth
New York
$1.57K
SWM
716
SHP Wealth Management
Massachusetts
$1.57K
S
717
Sachetta
Massachusetts
$1.5K
CB
718
CNB Bank
Pennsylvania
$1.44K
TCM
719
Triumph Capital Management
Colorado
$1.44K
IPS
720
Investors Portfolio Services
Washington
$1.38K
PMAM
721
Picton Mahoney Asset Management
Ontario, Canada
$1.37K
GWSA
722
Global Wealth Strategies & Associates
Colorado
$1.37K
ADL
723
Asset Dedication LLC
California
$1.37K
TAM
724
Tucker Asset Management
Colorado
$1.3K
KG
725
Kilter Group
New York
$1.23K