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DocuSign

772 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 282 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 799772 (-27)

15% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$376M
Puts
$350M
Net Calls
Net Calls Change

Top Sellers

1 -$160M
2 -$68.2M
3 -$67.3M
4
KBC Group
KBC Group
Belgium
-$51.4M
5
SC
Styrax Capital
New York
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
751
Key Financial Inc
Pennsylvania
$545
SN
752
Sittner & Nelson
Oregon
$545
DF
753
DecisionPoint Financial
Arizona
$542
AF
754
Advisornet Financial
Minnesota
$467
DF
755
Dunhill Financial
United Kingdom
$457
BMC
756
Bear Mountain Capital
Washington
$397
PWM
757
Parkworth Wealth Management
California
$389
HIA
758
HFM Investment Advisors
New Jersey
$389
MCM
759
Manchester Capital Management
Vermont
$312
CA
760
Crewe Advisors
Utah
$312
SC
761
Stephens Consulting
Michigan
$234
EPIM
762
Evelyn Partners Investment Management
$234
QWM
763
Quaker Wealth Management
New Jersey
$234
BHWM
764
Bay Harbor Wealth Management
Maryland
$233
HC
765
Hurley Capital
New York
$156
PWAM
766
Private Wealth Asset Management
Iowa
$156
PA
767
Pineridge Advisors
Missouri
$78
CAC
768
Core Alternative Capital
Georgia
$78
DFA
769
DHJJ Financial Advisors
Illinois
$78
NB
770
NBT Bank
New York
$78
TFM
771
TFC Financial Management
Massachusetts
$78
AAF
772
Andra AP-fonden
Sweden
DCM
773
Driehaus Capital Management
Illinois
CF
774
Corebridge Financial
Texas
CM
775
Castleark Management
Illinois