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DocuSign

770 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 281 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 798770 (-28)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 110

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
726
Holos Integrated Wealth
Pennsylvania
$1.25K
NEWAS
727
N.E.W. Advisory Services
Wisconsin
$1.17K
VWA
728
Valued Wealth Advisors
Utah
$1.01K
PWA
729
Principia Wealth Advisory
Texas
$1.01K
NS
730
NBC Securities
Alabama
$1K
WCM
731
Winthrop Capital Management
Indiana
$1K
CI
732
CX Institutional
Indiana
$1K
FNWA
733
Financial Network Wealth Advisors
Utah
$935
DPW
734
DiNuzzo Private Wealth
Pennsylvania
$935
SIC
735
SJS Investment Consulting
Ohio
$858
OWP
736
ORG Wealth Partners
Texas
$850
BCMLT
737
Beacon Capital Management LLC (Tennessee)
Tennessee
$779
MLA
738
MB, Levis & Associates
Pennsylvania
$779
SJIM
739
St. Johns Investment Management
Florida
$779
CW
740
Curio Wealth
Maryland
$779
RWM
741
Rialto Wealth Management
New York
$779
AUB
742
Atlantic Union Bankshares
Virginia
$779
TIM
743
Tortoise Investment Management
New York
$701
HFS
744
Hughes Financial Services
Virginia
$676
GJIA
745
Glass Jacobson Investment Advisors
Maryland
$624
SIS
746
Sound Income Strategies
Florida
$623
PS
747
PayPay Securities
Japan
$623
ACA
748
American Capital Advisory
Idaho
$546
KFI
749
Key Financial Inc
Pennsylvania
$545
SN
750
Sittner & Nelson
Oregon
$545