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DocuSign

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
726
Westside Investment Management
California
$4.07K
NI
727
NCP Inc
California
$4.07K
API
728
Asset Planning Inc
California
$4.07K
BL
729
BFSG LLC
California
$4.07K
EWA
730
EQ Wealth Advisors
Texas
$4.07K +$4.07K +50 New
CAL
731
Capital Analysts LLC
Pennsylvania
$4K +$1.28K +15 +47%
CAM
732
Creekmur Asset Management
Illinois
$3.83K
GFPC
733
Global Financial Private Client
Florida
$3.74K +$3.58K +44 +2,200%
GIA
734
GHP Investment Advisors
Colorado
$3.58K
GG
735
Gleason Group
Kentucky
$3.42K -$81 -1 -2%
SO
736
Sierra Ocean
California
$3.42K +$3.42K +42 New
CIAM
737
Caitong International Asset Management
Hong Kong
$2.52K -$252K -3,093 -99%
ACM
738
Anfield Capital Management
California
$2.44K
CT
739
Clearstead Trust
Maine
$2.44K +$2.44K +30 New
YP
740
YANKCOM Partnership
South Dakota
$2.28K
PPC
741
Park Place Capital
Alabama
$2.2K
LWMI
742
Legacy Wealth Management (Idaho)
Idaho
$2.12K +$1.63K +20 +333%
AIM
743
Anchor Investment Management
South Carolina
$2.04K
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.22K +15 +150%
CPG
745
Cornerstone Planning Group
New Jersey
$2.03K -$31.4K -402 -94%
PMAM
746
Picton Mahoney Asset Management
Ontario, Canada
$2K -$720K -7,203 -100%
JWA
747
JFS Wealth Advisors
Pennsylvania
$1.95K +$81 +1 +4%
HFS
748
Hughes Financial Services
Virginia
$1.82K +$1.82K +22 New
S
749
Sachetta
Massachusetts
$1.79K
MCM
750
MV Capital Management
Maryland
$1.79K +$163 +2 +10%