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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
776
MB, Levis & Associates
Pennsylvania
$814 – – –
SJIM
777
St. Johns Investment Management
Florida
$814 – – –
SSB
778
Sandy Spring Bank
Maryland
$814 +$876 +10 New
PWA
779
Principia Wealth Advisory
Texas
$786 +$88 +1 +11%
CWA
780
Carolina Wealth Advisors
South Carolina
$733 – – –
GJIA
781
Glass Jacobson Investment Advisors
Maryland
$720 – – –
PWMG
782
Prestige Wealth Management Group
New Jersey
$652 – – –
SIS
783
Sound Income Strategies
Florida
$651 – – –
PS
784
PayPay Securities
Japan
$628 – – –
KFI
785
Key Financial Inc
Pennsylvania
$570 – – –
SN
786
Sittner & Nelson
Oregon
$570 – – –
DPW
787
DiNuzzo Private Wealth
Pennsylvania
$570 +$175 +2 +40%
WW
788
Winnow Wealth
Texas
$487 +$88 +1 +20%
RF
789
Roxbury Financial
New Jersey
$416 – – –
BMC
790
Bear Mountain Capital
Washington
$411 – – –
NRG
791
Nemes Rush Group
Michigan
$407 -$3.33K -38 -88%
AF
792
Advisornet Financial
Minnesota
$326 -$701 -8 -67%
CA
793
Crewe Advisors
Utah
$326 – – –
MCM
794
Manchester Capital Management
Vermont
$326 – – –
EPIM
795
Evelyn Partners Investment Management
$244 – – –
HWP
796
Highline Wealth Partners
California
$244 +$263 +3 New
AWM
797
Activest Wealth Management
Florida
$163 +$88 +1 +100%
PWM
798
Parkworth Wealth Management
California
$163 +$88 +1 +100%
HIA
799
HFM Investment Advisors
New Jersey
$163 +$175 +2 New
PWAM
800
Private Wealth Asset Management
Iowa
$163 +$175 +2 New
30 31
32
33 34

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.