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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
726
CNB Bank
Pennsylvania
$1.44K
TCM
727
Triumph Capital Management
Colorado
$1.44K +$1.45K +21 New
IPS
728
Investors Portfolio Services
Washington
$1.38K +$1.38K +20 New
PMAM
729
Picton Mahoney Asset Management
Ontario, Canada
$1.37K -$682K -9,863 -100%
ADL
730
Asset Dedication LLC
California
$1.37K
GWSA
731
Global Wealth Strategies & Associates
Colorado
$1.37K
TAM
732
Tucker Asset Management
Colorado
$1.3K +$1.31K +19 New
KG
733
Kilter Group
New York
$1.23K
PWA
734
Physician Wealth Advisors
Utah
$1.23K +$830 +12 +200%
PS
735
PayPay Securities
Japan
$1.23K -$2K -29 -62%
SIS
736
Sound Income Strategies
Florida
$1.19K +$899 +13 +163%
HIW
737
Holos Integrated Wealth
Pennsylvania
$1.17K
CH
738
Cromwell Holdings
Wyoming
$1.16K -$830 -12 -41%
LWM
739
Lodestone Wealth Management
Washington
$1.09K +$1.11K +16 New
NEWAS
740
N.E.W. Advisory Services
Wisconsin
$1.03K
CAL
741
Capital Advisors Ltd
Ohio
$1K -$37.5K -542 -96%
GWS
742
Greykasell Wealth Strategies
California
$958
SC
743
SouthState Corp
Florida
$958
PWA
744
Principia Wealth Advisory
Texas
$958 +$207 +3 +27%
ACA
745
Atlas Capital Advisors
Wyoming
$957 +$968 +14 New
VWA
746
Valued Wealth Advisors
Utah
$890
FFO
747
Fortitude Family Office
Arizona
$821 -$761 -11 -48%
FNWA
748
Financial Network Wealth Advisors
Utah
$821
AF
749
Advisornet Financial
Minnesota
$821 +$830 +12 New
OWP
750
ORG Wealth Partners
Texas
$752