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DOCU

DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
726
Bell Investment Advisors
California
$5.45K – – –
BBHC
727
Brown Brothers Harriman & Co
New York
$5.45K – – –
CT
728
Colonial Trust
South Carolina
$5.21K +$5.61K +64 New
TWD
729
True Wealth Design
Ohio
$5.13K +$4.82K +55 +688%
NS
730
NBC Securities
Alabama
$5K +$5.78K +66 New
HNW
731
High Note Wealth
Minnesota
$4.96K +$438 +5 +9%
RS
732
Rakuten Securities
Japan
$4.56K -$64.9K -741 -93%
HC
733
Hurley Capital
New York
$4.23K – – –
API
734
Asset Planning Inc
California
$4.07K – – –
BL
735
BFSG LLC
California
$4.07K – – –
NI
736
NCP Inc
California
$4.07K – – –
WIM
737
Westside Investment Management
California
$4.07K – – –
EWA
738
EQ Wealth Advisors
Texas
$4.07K +$4.38K +50 New
CAL
739
Capital Analysts LLC
Pennsylvania
$4K +$1.31K +15 +47%
CAM
740
Creekmur Asset Management
Illinois
$3.83K – – –
GFPC
741
Global Financial Private Client
Florida
$3.74K +$3.85K +44 +2,200%
GIA
742
GHP Investment Advisors
Colorado
$3.58K – – –
GG
743
Gleason Group
Kentucky
$3.42K -$88 -1 -2%
SO
744
Sierra Ocean
California
$3.42K +$3.68K +42 New
CIAM
745
Caitong International Asset Management
Hong Kong
$2.52K -$271K -3,093 -99%
ACM
746
Anfield Capital Management
California
$2.44K – – –
CT
747
Clearstead Trust
Maine
$2.44K +$2.63K +30 New
YP
748
YANKCOM Partnership
South Dakota
$2.28K – – –
PPC
749
Park Place Capital
Alabama
$2.2K – – –
LWMI
750
Legacy Wealth Management (Idaho)
Idaho
$2.12K +$1.75K +20 +333%
28 29
30
31 32

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.