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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
ADL
751
Asset Dedication LLC
California
$1.44K
GWSA
752
Global Wealth Strategies & Associates
Colorado
$1.44K
FLFS
753
Family Legacy Financial Solutions
North Carolina
$1.37K
JWA
754
JFS Wealth Advisors
Pennsylvania
$1.3K
SC
755
Solstein Capital
California
$1.3K
HIW
756
Holos Integrated Wealth
Pennsylvania
$1.23K
NEWAS
757
N.E.W. Advisory Services
Wisconsin
$1.08K
SC
758
SouthState Corp
Florida
$1.01K
GWS
759
Greykasell Wealth Strategies
California
$1.01K
FIA
760
FNY Investment Advisers
New York
$1K
AW
761
Avion Wealth
Texas
$1K
WCM
762
Winthrop Capital Management
Indiana
$1K
VWA
763
Valued Wealth Advisors
Utah
$938
DPW
764
DiNuzzo Private Wealth
Pennsylvania
$920
RWM
765
Rialto Wealth Management
New York
$866
FNWA
766
Financial Network Wealth Advisors
Utah
$865
OWP
767
ORG Wealth Partners
Texas
$792
SJIM
768
St. Johns Investment Management
Florida
$721
MLA
769
MB, Levis & Associates
Pennsylvania
$721
OP
770
ORG Partners
Indiana
$720
PCTC
771
Perkins Coie Trust Company
Washington
$720
HFS
772
Hughes Financial Services
Virginia
$627
GJIA
773
Glass Jacobson Investment Advisors
Maryland
$577
SIS
774
Sound Income Strategies
Florida
$571
GA
775
Guerra Advisors
Florida
$531