DOCU

DocuSign

806 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 269 increasing their positions, 291 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLA
776
MB, Levis & Associates
Pennsylvania
$721
SJIM
777
St. Johns Investment Management
Florida
$721
OP
778
ORG Partners
Indiana
$720
PCTC
779
Perkins Coie Trust Company
Washington
$720
HFS
780
Hughes Financial Services
Virginia
$627
GJIA
781
Glass Jacobson Investment Advisors
Maryland
$577
SIS
782
Sound Income Strategies
Florida
$571
GA
783
Guerra Advisors
Florida
$531
SN
784
Sittner & Nelson
Oregon
$505
KFI
785
Key Financial Inc
Pennsylvania
$483
PWA
786
Physician Wealth Advisors
Utah
$433
DF
787
Dunhill Financial
United Kingdom
$423
BMC
788
Bear Mountain Capital
Washington
$362
BHWM
789
Bay Harbor Wealth Management
Maryland
$360
DF
790
DecisionPoint Financial
Arizona
$345
ACA
791
American Capital Advisory
Idaho
$289
HIA
792
HFM Investment Advisors
New Jersey
$288
CJ
793
Caitlin John
Michigan
$288
MCM
794
Manchester Capital Management
Vermont
$217
QWM
795
Quaker Wealth Management
New Jersey
$217
TIM
796
Tortoise Investment Management
New York
$216
EPIM
797
Evelyn Partners Investment Management
$216
SA
798
Seneschal Advisors
Washington
$145
PWAM
799
Private Wealth Asset Management
Iowa
$144
HC
800
Hurley Capital
New York
$144