DOCU

DocuSign

774 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 256 increasing their positions, 305 reducing their positions, and 119 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: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
KFI
751
Key Financial Inc
Pennsylvania
$479
AWA
752
Acumen Wealth Advisors
Tennessee
$479
UFF
753
USA Financial Formulas
Michigan
$479
PB
754
Prosperity Bancshares
Texas
$410
DF
755
DecisionPoint Financial
Arizona
$342
QWM
756
Quaker Wealth Management
New Jersey
$342
SN
757
Sittner & Nelson
Oregon
$330
DF
758
Dunhill Financial
United Kingdom
$303
BMC
759
Bear Mountain Capital
Washington
$298
CJ
760
Caitlin John
Michigan
$274
WW
761
Winnow Wealth
Texas
$207
HIA
762
HFM Investment Advisors
New Jersey
$206
AGWCA
763
Annis Gardner Whiting Capital Advisors
Florida
$206
EPIM
764
Evelyn Partners Investment Management
$205
BGAI
765
Bruce G. Allen Investments
Colorado
$205
MWPCG
766
Measured Wealth Private Client Group
New Hampshire
$205
RWM
767
Rialto Wealth Management
New York
$137
ACA
768
American Capital Advisory
Idaho
$137
PWAM
769
Private Wealth Asset Management
Iowa
$137
SA
770
Seneschal Advisors
Washington
$137
DFA
771
DHJJ Financial Advisors
Illinois
$69
GBT
772
Grove Bank & Trust
Florida
$68
NB
773
NBT Bank
New York
$68
MI
774
Motiv8 Investments
Florida
$3
Balyasny Asset Management
775
Balyasny Asset Management
Illinois