DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
PWA
726
Physician Wealth Advisors
Utah
$1.23K
PS
727
PayPay Securities
Japan
$1.23K
SIS
728
Sound Income Strategies
Florida
$1.19K
HIW
729
Holos Integrated Wealth
Pennsylvania
$1.17K
CH
730
Cromwell Holdings
Wyoming
$1.16K
LWM
731
Lodestone Wealth Management
Washington
$1.09K
NEWAS
732
N.E.W. Advisory Services
Wisconsin
$1.03K
CAL
733
Capital Advisors Ltd
Ohio
$1K
SC
734
SouthState Corp
Florida
$958
GWS
735
Greykasell Wealth Strategies
California
$958
PWA
736
Principia Wealth Advisory
Texas
$958
ACA
737
Atlas Capital Advisors
Wyoming
$957
VWA
738
Valued Wealth Advisors
Utah
$890
FFO
739
Fortitude Family Office
Arizona
$821
FNWA
740
Financial Network Wealth Advisors
Utah
$821
AF
741
Advisornet Financial
Minnesota
$821
OWP
742
ORG Wealth Partners
Texas
$752
CW
743
Curio Wealth
Maryland
$696
MLA
744
MB, Levis & Associates
Pennsylvania
$684
SC
745
Solstein Capital
California
$616
HFS
746
Hughes Financial Services
Virginia
$616
GJIA
747
Glass Jacobson Investment Advisors
Maryland
$548
BHWM
748
Bay Harbor Wealth Management
Maryland
$547
CFM
749
Cornerstone Financial Management
Massachusetts
$547
DPW
750
DiNuzzo Private Wealth
Pennsylvania
$479