DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 269 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
751
Transamerica Financial Advisors
Florida
$1.73K
AP
752
Aspect Partners
Virginia
$1.73K
WW
753
Winnow Wealth
Texas
$1.68K
FFO
754
Fortitude Family Office
Arizona
$1.66K
CB
755
CNB Bank
Pennsylvania
$1.51K
ADL
756
Asset Dedication LLC
California
$1.44K
GWSA
757
Global Wealth Strategies & Associates
Colorado
$1.44K
MCM
758
MV Capital Management
Maryland
$1.37K
FLFS
759
Family Legacy Financial Solutions
North Carolina
$1.37K
JWA
760
JFS Wealth Advisors
Pennsylvania
$1.3K
KG
761
Kilter Group
New York
$1.3K
SC
762
Solstein Capital
California
$1.3K
HIW
763
Holos Integrated Wealth
Pennsylvania
$1.23K
NEWAS
764
N.E.W. Advisory Services
Wisconsin
$1.08K
SC
765
SouthState Corp
Florida
$1.01K
GWS
766
Greykasell Wealth Strategies
California
$1.01K
FIA
767
FNY Investment Advisers
New York
$1K
AW
768
Avion Wealth
Texas
$1K
WCM
769
Winthrop Capital Management
Indiana
$1K
VWA
770
Valued Wealth Advisors
Utah
$938
DPW
771
DiNuzzo Private Wealth
Pennsylvania
$920
RWM
772
Rialto Wealth Management
New York
$866
FNWA
773
Financial Network Wealth Advisors
Utah
$865
PWA
774
Principia Wealth Advisory
Texas
$793
OWP
775
ORG Wealth Partners
Texas
$792