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DocuSign
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Overview Fund Activity

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$149M
2
DFO
Duquesne Family Office
New York
$87.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$95M
4
SC
Styrax Capital
New York
$70M
5
Victory Capital Management
Victory Capital Management
Texas
$59.8M

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$258M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.04M
5
Amundi
Amundi
France
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
751
CNB Bank
Pennsylvania
$1.71K – – –
GWSA
752
Global Wealth Strategies & Associates
Colorado
$1.63K – – –
MSWA
753
Marshall & Sterling Wealth Advisors
New York
$1.63K – – –
ADL
754
Asset Dedication LLC
California
$1.63K – – –
HIW
755
Holos Integrated Wealth
Pennsylvania
$1.47K – – –
SC
756
Solstein Capital
California
$1.47K – – –
BFS
757
Bare Financial Services
Pennsylvania
$1.38K +$1.38K +17 New
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$1.22K +$1.22K +15 New
VWA
759
Valued Wealth Advisors
Utah
$1.06K – – –
SIC
760
SJS Investment Consulting
Ohio
$1.06K – – –
PWA
761
Physician Wealth Advisors
Utah
$1.06K +$1.06K +13 New
WCM
762
Winthrop Capital Management
Indiana
$1K -$222 -4 -18%
FNWA
763
Financial Network Wealth Advisors
Utah
$977 +$977 +12 New
CH
764
Cromwell Holdings
Wyoming
$977 +$977 +12 New
OWP
765
ORG Wealth Partners
Texas
$908 +$825 +10 +1,000%
CW
766
Curio Wealth
Maryland
$899 +$899 +1 New
PAI
767
Pittenger & Anderson Inc
Nebraska
$896 – – –
MLA
768
MB, Levis & Associates
Pennsylvania
$814 – – –
SJIM
769
St. Johns Investment Management
Florida
$814 – – –
SSB
770
Sandy Spring Bank
Maryland
$814 +$814 +10 New
PWA
771
Principia Wealth Advisory
Texas
$786 +$79 +1 +11%
CWA
772
Carolina Wealth Advisors
South Carolina
$733 – – –
GJIA
773
Glass Jacobson Investment Advisors
Maryland
$720 – – –
PWMG
774
Prestige Wealth Management Group
New Jersey
$652 – – –
SIS
775
Sound Income Strategies
Florida
$651 – – –
29 30
31
32 33