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DocuSign

772 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, 282 increasing their positions, 275 reducing their positions, and 109 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: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
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
KG
726
Kilter Group
New York
$1.4K
SC
727
Solstein Capital
California
$1.4K
HIW
728
Holos Integrated Wealth
Pennsylvania
$1.25K
NEWAS
729
N.E.W. Advisory Services
Wisconsin
$1.17K
VWA
730
Valued Wealth Advisors
Utah
$1.01K
PWA
731
Principia Wealth Advisory
Texas
$1.01K
NS
732
NBC Securities
Alabama
$1K
WCM
733
Winthrop Capital Management
Indiana
$1K
CI
734
CX Institutional
Indiana
$1K
FNWA
735
Financial Network Wealth Advisors
Utah
$935
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$935
SIC
737
SJS Investment Consulting
Ohio
$858
OWP
738
ORG Wealth Partners
Texas
$850
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
$779
SJIM
740
St. Johns Investment Management
Florida
$779
MLA
741
MB, Levis & Associates
Pennsylvania
$779
CW
742
Curio Wealth
Maryland
$779
RWM
743
Rialto Wealth Management
New York
$779
AUB
744
Atlantic Union Bankshares
Virginia
$779
TIM
745
Tortoise Investment Management
New York
$701
HFS
746
Hughes Financial Services
Virginia
$676
GJIA
747
Glass Jacobson Investment Advisors
Maryland
$624
SIS
748
Sound Income Strategies
Florida
$623
PS
749
PayPay Securities
Japan
$623
ACA
750
American Capital Advisory
Idaho
$546