DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 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: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
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
NEWAS
726
N.E.W. Advisory Services
Wisconsin
$1.03K
CAL
727
Capital Advisors Ltd
Ohio
$1K
SC
728
SouthState Corp
Florida
$958
GWS
729
Greykasell Wealth Strategies
California
$958
PWA
730
Principia Wealth Advisory
Texas
$958
ACA
731
Atlas Capital Advisors
Wyoming
$957
VWA
732
Valued Wealth Advisors
Utah
$890
FFO
733
Fortitude Family Office
Arizona
$821
FNWA
734
Financial Network Wealth Advisors
Utah
$821
AF
735
Advisornet Financial
Minnesota
$821
OWP
736
ORG Wealth Partners
Texas
$752
CW
737
Curio Wealth
Maryland
$696
MLA
738
MB, Levis & Associates
Pennsylvania
$684
SC
739
Solstein Capital
California
$616
HFS
740
Hughes Financial Services
Virginia
$616
GJIA
741
Glass Jacobson Investment Advisors
Maryland
$548
BHWM
742
Bay Harbor Wealth Management
Maryland
$547
CFM
743
Cornerstone Financial Management
Massachusetts
$547
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$479
KFI
745
Key Financial Inc
Pennsylvania
$479
AWA
746
Acumen Wealth Advisors
Tennessee
$479
UFF
747
USA Financial Formulas
Michigan
$479
PB
748
Prosperity Bancshares
Texas
$410
DF
749
DecisionPoint Financial
Arizona
$342
QWM
750
Quaker Wealth Management
New Jersey
$342