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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
JWM
726
JPL Wealth Management
Colorado
$3.46K
BIA
727
Bell Investment Advisors
California
$3.39K
PS
728
PayPay Securities
Japan
$3.37K
MAM
729
Marquette Asset Management
Minnesota
$3.32K
CAM
730
Creekmur Asset Management
Illinois
$3.24K
EPAM
731
Evelyn Partners Asset Management
$3.24K
GIA
732
GHP Investment Advisors
Colorado
$3.17K
BCWM
733
Bartlett & Co Wealth Management
Ohio
$3.1K
RWS
734
Retirement Wealth Solutions
Wisconsin
$3.1K
CIA
735
Cape Investment Advisory
Georgia
$2.96K
CHC
736
City Holding Co
West Virginia
$2.88K
CT
737
Clearstead Trust
Maine
$2.81K
TPBG
738
Turning Point Benefit Group
Maryland
$2.69K
WB
739
Webster Bank
Connecticut
$2.6K
NS
740
NBC Securities
Alabama
$2.23K
ACM
741
Anfield Capital Management
California
$2.16K
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K
CH
743
Cromwell Holdings
Wyoming
$2.09K
MAFA
744
MJT & Associates Financial Advisory
Minnesota
$2.02K
PPC
745
Park Place Capital
Alabama
$1.95K
TFA
746
Transamerica Financial Advisors
Florida
$1.73K
AP
747
Aspect Partners
Virginia
$1.73K
WW
748
Winnow Wealth
Texas
$1.68K
FFO
749
Fortitude Family Office
Arizona
$1.66K
CB
750
CNB Bank
Pennsylvania
$1.51K