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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
726
Principia Wealth Advisory
Texas
$1.01K +$234 +3 +30%
NS
727
NBC Securities
Alabama
$1K -$3.13K -50 -76%
WCM
728
Winthrop Capital Management
Indiana
$1K – – –
CI
729
CX Institutional
Indiana
$1K +$1K +10 New
FNWA
730
Financial Network Wealth Advisors
Utah
$935 – – –
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$935 +$390 +5 +71%
SIC
732
SJS Investment Consulting
Ohio
$858 -$156 -2 -15%
OWP
733
ORG Wealth Partners
Texas
$850 – – –
BCMLT
734
Beacon Capital Management LLC (Tennessee)
Tennessee
$779 -$1.17K -15 -60%
MLA
735
MB, Levis & Associates
Pennsylvania
$779 – – –
SJIM
736
St. Johns Investment Management
Florida
$779 – – –
CW
737
Curio Wealth
Maryland
$779 +$701 +9 +900%
RWM
738
Rialto Wealth Management
New York
$779 +$779 +10 New
AUB
739
Atlantic Union Bankshares
Virginia
$779 +$779 +10 New
TIM
740
Tortoise Investment Management
New York
$701 +$701 +9 New
HFS
741
Hughes Financial Services
Virginia
$676 -$976 -13 -59%
GJIA
742
Glass Jacobson Investment Advisors
Maryland
$624 – – –
SIS
743
Sound Income Strategies
Florida
$623 – – –
PS
744
PayPay Securities
Japan
$623 +$78 +1 +14%
ACA
745
American Capital Advisory
Idaho
$546 +$546 +7 New
SN
746
Sittner & Nelson
Oregon
$545 – – –
KFI
747
Key Financial Inc
Pennsylvania
$545 – – –
DF
748
DecisionPoint Financial
Arizona
$542 +$542 +7 New
AF
749
Advisornet Financial
Minnesota
$467 +$156 +2 +50%
DF
750
Dunhill Financial
United Kingdom
$457 +$457 +5 New
28 29
30
31 32