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DocuSign

769 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, 280 increasing their positions, 276 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: $ → $

4% less funds holding

Funds holding: 797769 (-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
769
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
NEWAS
726
N.E.W. Advisory Services
Wisconsin
$1.17K
VWA
727
Valued Wealth Advisors
Utah
$1.01K
PWA
728
Principia Wealth Advisory
Texas
$1.01K
NS
729
NBC Securities
Alabama
$1K
WCM
730
Winthrop Capital Management
Indiana
$1K
CI
731
CX Institutional
Indiana
$1K
FNWA
732
Financial Network Wealth Advisors
Utah
$935
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$935
SIC
734
SJS Investment Consulting
Ohio
$858
OWP
735
ORG Wealth Partners
Texas
$850
BCMLT
736
Beacon Capital Management LLC (Tennessee)
Tennessee
$779
SJIM
737
St. Johns Investment Management
Florida
$779
MLA
738
MB, Levis & Associates
Pennsylvania
$779
CW
739
Curio Wealth
Maryland
$779
RWM
740
Rialto Wealth Management
New York
$779
AUB
741
Atlantic Union Bankshares
Virginia
$779
TIM
742
Tortoise Investment Management
New York
$701
HFS
743
Hughes Financial Services
Virginia
$676
GJIA
744
Glass Jacobson Investment Advisors
Maryland
$624
SIS
745
Sound Income Strategies
Florida
$623
PS
746
PayPay Securities
Japan
$623
ACA
747
American Capital Advisory
Idaho
$546
SN
748
Sittner & Nelson
Oregon
$545
KFI
749
Key Financial Inc
Pennsylvania
$545
DF
750
DecisionPoint Financial
Arizona
$542