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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Anchor Investment Management
South Carolina
$2.04K – – –
BCMLT
752
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.31K +15 +150%
CPG
753
Cornerstone Planning Group
New Jersey
$2.03K -$35.2K -402 -94%
PMAM
754
Picton Mahoney Asset Management
Ontario, Canada
$2K -$631K -7,203 -100%
JWA
755
JFS Wealth Advisors
Pennsylvania
$1.95K +$88 +1 +4%
HFS
756
Hughes Financial Services
Virginia
$1.82K +$1.93K +22 New
S
757
Sachetta
Massachusetts
$1.79K – – –
MCM
758
MV Capital Management
Maryland
$1.79K +$175 +2 +10%
CB
759
CNB Bank
Pennsylvania
$1.71K – – –
ADL
760
Asset Dedication LLC
California
$1.63K – – –
GWSA
761
Global Wealth Strategies & Associates
Colorado
$1.63K – – –
MSWA
762
Marshall & Sterling Wealth Advisors
New York
$1.63K – – –
HIW
763
Holos Integrated Wealth
Pennsylvania
$1.47K – – –
SC
764
Solstein Capital
California
$1.47K – – –
BFS
765
Bare Financial Services
Pennsylvania
$1.38K +$1.49K +17 New
NEWAS
766
N.E.W. Advisory Services
Wisconsin
$1.22K +$1.31K +15 New
SIC
767
SJS Investment Consulting
Ohio
$1.06K – – –
VWA
768
Valued Wealth Advisors
Utah
$1.06K – – –
PWA
769
Physician Wealth Advisors
Utah
$1.06K +$1.14K +13 New
WCM
770
Winthrop Capital Management
Indiana
$1K -$350 -4 -18%
CH
771
Cromwell Holdings
Wyoming
$977 +$1.05K +12 New
FNWA
772
Financial Network Wealth Advisors
Utah
$977 +$1.05K +12 New
OWP
773
ORG Wealth Partners
Texas
$908 +$876 +10 +1,000%
CW
774
Curio Wealth
Maryland
$899 +$88 +1 New
PAI
775
Pittenger & Anderson Inc
Nebraska
$896 – – –
29 30
31
32 33

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.