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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
751
Tortoise Investment Management
New York
$701 +$728 +9 New
HFS
752
Hughes Financial Services
Virginia
$676 -$1.05K -13 -59%
GJIA
753
Glass Jacobson Investment Advisors
Maryland
$624
SIS
754
Sound Income Strategies
Florida
$623
PS
755
PayPay Securities
Japan
$623 +$81 +1 +14%
ACA
756
American Capital Advisory
Idaho
$546 +$566 +7 New
KFI
757
Key Financial Inc
Pennsylvania
$545
SN
758
Sittner & Nelson
Oregon
$545
DF
759
DecisionPoint Financial
Arizona
$542 +$566 +7 New
AF
760
Advisornet Financial
Minnesota
$467 +$162 +2 +50%
DF
761
Dunhill Financial
United Kingdom
$457 +$404 +5 New
BMC
762
Bear Mountain Capital
Washington
$397
HIA
763
HFM Investment Advisors
New Jersey
$389 +$243 +3 +150%
PWM
764
Parkworth Wealth Management
California
$389 +$243 +3 +150%
CA
765
Crewe Advisors
Utah
$312
MCM
766
Manchester Capital Management
Vermont
$312
SC
767
Stephens Consulting
Michigan
$234 -$15.9K -197 -99%
EPIM
768
Evelyn Partners Investment Management
$234
QWM
769
Quaker Wealth Management
New Jersey
$234 +$243 +3 New
BHWM
770
Bay Harbor Wealth Management
Maryland
$233 +$81 +1 +50%
HC
771
Hurley Capital
New York
$156 -$4.04K -50 -96%
PWAM
772
Private Wealth Asset Management
Iowa
$156
CAC
773
Core Alternative Capital
Georgia
$78
DFA
774
DHJJ Financial Advisors
Illinois
$78
NB
775
NBT Bank
New York
$78

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.