DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 269 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
726
Bare Financial Services
Pennsylvania
$3.89K
S
727
Sachetta
Massachusetts
$3.89K
API
728
Asset Planning Inc
California
$3.6K
BL
729
BFSG LLC
California
$3.6K
Q1WB
730
Quest 10 Wealth Builders
Virginia
$3.6K
JWM
731
JPL Wealth Management
Colorado
$3.46K
BIA
732
Bell Investment Advisors
California
$3.39K
PS
733
PayPay Securities
Japan
$3.37K
MAM
734
Marquette Asset Management
Minnesota
$3.32K
CAM
735
Creekmur Asset Management
Illinois
$3.24K
EPAM
736
Evelyn Partners Asset Management
$3.24K
GIA
737
GHP Investment Advisors
Colorado
$3.17K
BCWM
738
Bartlett & Co Wealth Management
Ohio
$3.1K
RWS
739
Retirement Wealth Solutions
Wisconsin
$3.1K
CIA
740
Cape Investment Advisory
Georgia
$2.96K
CHC
741
City Holding Co
West Virginia
$2.88K
CT
742
Clearstead Trust
Maine
$2.81K
TPBG
743
Turning Point Benefit Group
Maryland
$2.69K
WB
744
Webster Bank
Connecticut
$2.6K
NS
745
NBC Securities
Alabama
$2.23K
ACM
746
Anfield Capital Management
California
$2.16K
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K
CH
748
Cromwell Holdings
Wyoming
$2.09K
MAFA
749
MJT & Associates Financial Advisory
Minnesota
$2.02K
PPC
750
Park Place Capital
Alabama
$1.95K