DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Solstein Capital
California
$616
HFS
752
Hughes Financial Services
Virginia
$616
GJIA
753
Glass Jacobson Investment Advisors
Maryland
$548
BHWM
754
Bay Harbor Wealth Management
Maryland
$547
CFM
755
Cornerstone Financial Management
Massachusetts
$547
DPW
756
DiNuzzo Private Wealth
Pennsylvania
$479
KFI
757
Key Financial Inc
Pennsylvania
$479
AWA
758
Acumen Wealth Advisors
Tennessee
$479
UFF
759
USA Financial Formulas
Michigan
$479
PB
760
Prosperity Bancshares
Texas
$410
DF
761
DecisionPoint Financial
Arizona
$342
QWM
762
Quaker Wealth Management
New Jersey
$342
SN
763
Sittner & Nelson
Oregon
$330
DF
764
Dunhill Financial
United Kingdom
$303
BMC
765
Bear Mountain Capital
Washington
$298
CJ
766
Caitlin John
Michigan
$274
1CP
767
1015 Capital Partners
Pennsylvania
$274
WW
768
Winnow Wealth
Texas
$207
HIA
769
HFM Investment Advisors
New Jersey
$206
AGWCA
770
Annis Gardner Whiting Capital Advisors
Florida
$206
EPIM
771
Evelyn Partners Investment Management
$205
MWPCG
772
Measured Wealth Private Client Group
New Hampshire
$205
BGAI
773
Bruce G. Allen Investments
Colorado
$205
RWM
774
Rialto Wealth Management
New York
$137
ACA
775
American Capital Advisory
Idaho
$137