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DocuSign

788 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 89 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:

2.97% less ownership

Funds ownership: 86.77%83.79% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
788
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
AW
751
Avion Wealth
Texas
$1K
WCM
752
Winthrop Capital Management
Indiana
$1K
VWA
753
Valued Wealth Advisors
Utah
$938
DPW
754
DiNuzzo Private Wealth
Pennsylvania
$920
RWM
755
Rialto Wealth Management
New York
$866
FNWA
756
Financial Network Wealth Advisors
Utah
$865
OWP
757
ORG Wealth Partners
Texas
$792
SJIM
758
St. Johns Investment Management
Florida
$721
MLA
759
MB, Levis & Associates
Pennsylvania
$721
OP
760
ORG Partners
Indiana
$720
PCTC
761
Perkins Coie Trust Company
Washington
$720
HFS
762
Hughes Financial Services
Virginia
$627
GJIA
763
Glass Jacobson Investment Advisors
Maryland
$577
SIS
764
Sound Income Strategies
Florida
$571
GA
765
Guerra Advisors
Florida
$531
SN
766
Sittner & Nelson
Oregon
$505
KFI
767
Key Financial Inc
Pennsylvania
$483
PWA
768
Physician Wealth Advisors
Utah
$433
DF
769
Dunhill Financial
United Kingdom
$423
BMC
770
Bear Mountain Capital
Washington
$362
BHWM
771
Bay Harbor Wealth Management
Maryland
$360
DF
772
DecisionPoint Financial
Arizona
$345
ACA
773
American Capital Advisory
Idaho
$289
HIA
774
HFM Investment Advisors
New Jersey
$288
CJ
775
Caitlin John
Michigan
$288