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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
S
726
Sachetta
Massachusetts
$1.71K
CB
727
CNB Bank
Pennsylvania
$1.64K
GWSA
728
Global Wealth Strategies & Associates
Colorado
$1.56K
FLFS
729
Family Legacy Financial Solutions
North Carolina
$1.56K +$1.62K +20 New
CH
730
Cromwell Holdings
Wyoming
$1.48K +$566 +7 +58%
FFO
731
Fortitude Family Office
Arizona
$1.48K +$1.54K +19 New
KG
732
Kilter Group
New York
$1.4K +$1.46K +18 New
SC
733
Solstein Capital
California
$1.4K
HIW
734
Holos Integrated Wealth
Pennsylvania
$1.25K
NEWAS
735
N.E.W. Advisory Services
Wisconsin
$1.17K
VWA
736
Valued Wealth Advisors
Utah
$1.01K
PWA
737
Principia Wealth Advisory
Texas
$1.01K +$243 +3 +30%
NS
738
NBC Securities
Alabama
$1K -$4.04K -50 -76%
WCM
739
Winthrop Capital Management
Indiana
$1K
CI
740
CX Institutional
Indiana
$1K +$809 +10 New
FNWA
741
Financial Network Wealth Advisors
Utah
$935
DPW
742
DiNuzzo Private Wealth
Pennsylvania
$935 +$404 +5 +71%
SIC
743
SJS Investment Consulting
Ohio
$858 -$162 -2 -15%
OWP
744
ORG Wealth Partners
Texas
$850
BCMLT
745
Beacon Capital Management LLC (Tennessee)
Tennessee
$779 -$1.21K -15 -60%
MLA
746
MB, Levis & Associates
Pennsylvania
$779
SJIM
747
St. Johns Investment Management
Florida
$779
CW
748
Curio Wealth
Maryland
$779 +$728 +9 +900%
AUB
749
Atlantic Union Bankshares
Virginia
$779 +$809 +10 New
RWM
750
Rialto Wealth Management
New York
$779 +$809 +10 New

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.