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DocuSign

769 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, 280 increasing their positions, 276 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: $ → $

4% less funds holding

Funds holding: 797769 (-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
769
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
AF
751
Advisornet Financial
Minnesota
$467
DF
752
Dunhill Financial
United Kingdom
$457
BMC
753
Bear Mountain Capital
Washington
$397
PWM
754
Parkworth Wealth Management
California
$389
HIA
755
HFM Investment Advisors
New Jersey
$389
CA
756
Crewe Advisors
Utah
$312
MCM
757
Manchester Capital Management
Vermont
$312
EPIM
758
Evelyn Partners Investment Management
$234
SC
759
Stephens Consulting
Michigan
$234
QWM
760
Quaker Wealth Management
New Jersey
$234
BHWM
761
Bay Harbor Wealth Management
Maryland
$233
HC
762
Hurley Capital
New York
$156
PWAM
763
Private Wealth Asset Management
Iowa
$156
DFA
764
DHJJ Financial Advisors
Illinois
$78
CAC
765
Core Alternative Capital
Georgia
$78
PA
766
Pineridge Advisors
Missouri
$78
NB
767
NBT Bank
New York
$78
TFM
768
TFC Financial Management
Massachusetts
$78
AAF
769
Andra AP-fonden
Sweden
DCM
770
Driehaus Capital Management
Illinois
CF
771
Corebridge Financial
Texas
CM
772
Castleark Management
Illinois
Qube Research & Technologies (QRT)
773
Qube Research & Technologies (QRT)
United Kingdom
PI
774
PGGM Investments
Netherlands
SSA
775
Sierra Summit Advisors
Nevada