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DocuSign

788 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 89 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:

2.97% less ownership

Funds ownership: 86.77%83.79% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
788
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
RWS
726
Retirement Wealth Solutions
Wisconsin
$3.1K
CHC
727
City Holding Co
West Virginia
$2.88K
CT
728
Clearstead Trust
Maine
$2.81K
TPBG
729
Turning Point Benefit Group
Maryland
$2.69K
WB
730
Webster Bank
Connecticut
$2.6K
NS
731
NBC Securities
Alabama
$2.23K
ACM
732
Anfield Capital Management
California
$2.16K
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K
CH
734
Cromwell Holdings
Wyoming
$2.09K
MAFA
735
MJT & Associates Financial Advisory
Minnesota
$2.02K
PPC
736
Park Place Capital
Alabama
$1.95K
TFA
737
Transamerica Financial Advisors
Florida
$1.73K
AP
738
Aspect Partners
Virginia
$1.73K
WW
739
Winnow Wealth
Texas
$1.68K
FFO
740
Fortitude Family Office
Arizona
$1.66K
CB
741
CNB Bank
Pennsylvania
$1.51K
TCM
742
Triumph Capital Management
Colorado
$1.51K
ADL
743
Asset Dedication LLC
California
$1.44K
GWSA
744
Global Wealth Strategies & Associates
Colorado
$1.44K
FLFS
745
Family Legacy Financial Solutions
North Carolina
$1.37K
JWA
746
JFS Wealth Advisors
Pennsylvania
$1.3K
SC
747
Solstein Capital
California
$1.3K
NEWAS
748
N.E.W. Advisory Services
Wisconsin
$1.08K
SC
749
SouthState Corp
Florida
$1.01K
GWS
750
Greykasell Wealth Strategies
California
$1.01K