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DOCU

DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
751
Curio Wealth
Maryland
$696 +$692 +10 New
MLA
752
MB, Levis & Associates
Pennsylvania
$684
SC
753
Solstein Capital
California
$616 -$622 -9 -50%
HFS
754
Hughes Financial Services
Virginia
$616
GJIA
755
Glass Jacobson Investment Advisors
Maryland
$548
BHWM
756
Bay Harbor Wealth Management
Maryland
$547 +$207 +3 +60%
CFM
757
Cornerstone Financial Management
Massachusetts
$547 +$553 +8 New
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$479 -$346 -5 -42%
KFI
759
Key Financial Inc
Pennsylvania
$479
AWA
760
Acumen Wealth Advisors
Tennessee
$479 +$484 +7 New
UFF
761
USA Financial Formulas
Michigan
$479 +$484 +7 New
PB
762
Prosperity Bancshares
Texas
$410 +$415 +6 New
DF
763
DecisionPoint Financial
Arizona
$342
QWM
764
Quaker Wealth Management
New Jersey
$342 +$138 +2 +67%
SN
765
Sittner & Nelson
Oregon
$330
DF
766
Dunhill Financial
United Kingdom
$303 -$138 -2 -33%
BMC
767
Bear Mountain Capital
Washington
$298
CJ
768
Caitlin John
Michigan
$274
1CP
769
1015 Capital Partners
Pennsylvania
$274 +$277 +4 New
WW
770
Winnow Wealth
Texas
$207 -$1.38K -20 -87%
HIA
771
HFM Investment Advisors
New Jersey
$206 -$69 -1 -25%
AGWCA
772
Annis Gardner Whiting Capital Advisors
Florida
$206 +$207 +3 New
EPIM
773
Evelyn Partners Investment Management
$205
BGAI
774
Bruce G. Allen Investments
Colorado
$205 +$207 +3 New
MWPCG
775
Measured Wealth Private Client Group
New Hampshire
$205 +$207 +3 New