DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPS
726
Investors Portfolio Services
Washington
$1.38K
PMAM
727
Picton Mahoney Asset Management
Ontario, Canada
$1.37K
ADL
728
Asset Dedication LLC
California
$1.37K
GWSA
729
Global Wealth Strategies & Associates
Colorado
$1.37K
TAM
730
Tucker Asset Management
Colorado
$1.3K
KG
731
Kilter Group
New York
$1.23K
PWA
732
Physician Wealth Advisors
Utah
$1.23K
PS
733
PayPay Securities
Japan
$1.23K
SIS
734
Sound Income Strategies
Florida
$1.19K
HIW
735
Holos Integrated Wealth
Pennsylvania
$1.17K
CH
736
Cromwell Holdings
Wyoming
$1.16K
LWM
737
Lodestone Wealth Management
Washington
$1.09K
NEWAS
738
N.E.W. Advisory Services
Wisconsin
$1.03K
CAL
739
Capital Advisors Ltd
Ohio
$1K
GWS
740
Greykasell Wealth Strategies
California
$958
SC
741
SouthState Corp
Florida
$958
PWA
742
Principia Wealth Advisory
Texas
$958
ACA
743
Atlas Capital Advisors
Wyoming
$957
VWA
744
Valued Wealth Advisors
Utah
$890
FFO
745
Fortitude Family Office
Arizona
$821
FNWA
746
Financial Network Wealth Advisors
Utah
$821
AF
747
Advisornet Financial
Minnesota
$821
OWP
748
ORG Wealth Partners
Texas
$752
CW
749
Curio Wealth
Maryland
$696
MLA
750
MB, Levis & Associates
Pennsylvania
$684