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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
751
Bear Mountain Capital
Washington
$397 – – –
PWM
752
Parkworth Wealth Management
California
$389 +$233 +3 +150%
HIA
753
HFM Investment Advisors
New Jersey
$389 +$233 +3 +150%
MCM
754
Manchester Capital Management
Vermont
$312 – – –
CA
755
Crewe Advisors
Utah
$312 – – –
EPIM
756
Evelyn Partners Investment Management
$234 -$149K -1,904 -100%
SC
757
Stephens Consulting
Michigan
$234 -$15.4K -197 -99%
QWM
758
Quaker Wealth Management
New Jersey
$234 +$234 +3 New
BHWM
759
Bay Harbor Wealth Management
Maryland
$233 +$78 +1 +50%
HC
760
Hurley Capital
New York
$156 -$3.9K -50 -96%
PWAM
761
Private Wealth Asset Management
Iowa
$156 – – –
NB
762
NBT Bank
New York
$78 – – –
CAC
763
Core Alternative Capital
Georgia
$78 – – –
PA
764
Pineridge Advisors
Missouri
$78 – – –
DFA
765
DHJJ Financial Advisors
Illinois
$78 – – –
TFM
766
TFC Financial Management
Massachusetts
$78 +$78 +1 New
AAF
767
Andra AP-fonden
Sweden
– -$30.9M -379,700 Closed
DCM
768
Driehaus Capital Management
Illinois
– -$23.4M -287,428 Closed
CF
769
Corebridge Financial
Texas
– -$18.3M -225,342 Closed
CM
770
Castleark Management
Illinois
– -$16.2M -198,840 Closed
Qube Research & Technologies (QRT)
771
Qube Research & Technologies (QRT)
United Kingdom
– -$13.2M -162,548 Closed
PI
772
PGGM Investments
Netherlands
– -$9.86M -121,162 Closed
SSA
773
Sierra Summit Advisors
Nevada
– -$9.45M -116,078 Closed
CIBC World Market
774
CIBC World Market
Ontario, Canada
– -$8.61M -105,792 Closed
PCH
775
Polar Capital Holdings
United Kingdom
– -$7.23M -88,881 Closed
29 30
31
32 33