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DocuSign
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Overview Fund Activity

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$149M
2
DFO
Duquesne Family Office
New York
$87.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$95M
4
SC
Styrax Capital
New York
$70M
5
Victory Capital Management
Victory Capital Management
Texas
$59.8M

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$258M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.04M
5
Amundi
Amundi
France
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
776
PayPay Securities
Japan
$628 – – –
KFI
777
Key Financial Inc
Pennsylvania
$570 – – –
SN
778
Sittner & Nelson
Oregon
$570 – – –
DPW
779
DiNuzzo Private Wealth
Pennsylvania
$570 +$163 +2 +40%
WW
780
Winnow Wealth
Texas
$487 +$81 +1 +20%
RF
781
Roxbury Financial
New Jersey
$416 – – –
BMC
782
Bear Mountain Capital
Washington
$411 – – –
NRG
783
Nemes Rush Group
Michigan
$407 -$3.09K -38 -88%
AF
784
Advisornet Financial
Minnesota
$326 -$652 -8 -67%
MCM
785
Manchester Capital Management
Vermont
$326 – – –
CA
786
Crewe Advisors
Utah
$326 – – –
HWP
787
Highline Wealth Partners
California
$244 +$244 +3 New
EPIM
788
Evelyn Partners Investment Management
$244 +$244 +1,907 New
PWM
789
Parkworth Wealth Management
California
$163 +$82 +1 +100%
AWM
790
Activest Wealth Management
Florida
$163 +$82 +1 +100%
PWAM
791
Private Wealth Asset Management
Iowa
$163 +$163 +2 New
HIA
792
HFM Investment Advisors
New Jersey
$163 +$163 +2 New
BHWM
793
Bay Harbor Wealth Management
Maryland
$162 +$162 +2 New
DFA
794
DHJJ Financial Advisors
Illinois
$82 – – –
NB
795
NBT Bank
New York
$81 – – –
CAC
796
Core Alternative Capital
Georgia
$81 – – –
PA
797
Pineridge Advisors
Missouri
$81 – – –
Norges Bank
798
Norges Bank
Norway
– -$223M -2,481,608 Closed
Coatue Management
799
Coatue Management
New York
– -$121M -1,343,053 Closed
Holocene Advisors
800
Holocene Advisors
New York
– -$95.6M -1,062,663 Closed
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32
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