DOCU icon

DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
SN
776
Sittner & Nelson
Oregon
$505
KFI
777
Key Financial Inc
Pennsylvania
$483
PWA
778
Physician Wealth Advisors
Utah
$433
DF
779
Dunhill Financial
United Kingdom
$423
BMC
780
Bear Mountain Capital
Washington
$362
BHWM
781
Bay Harbor Wealth Management
Maryland
$360
DF
782
DecisionPoint Financial
Arizona
$345
ACA
783
American Capital Advisory
Idaho
$289
HIA
784
HFM Investment Advisors
New Jersey
$288
CJ
785
Caitlin John
Michigan
$288
MCM
786
Manchester Capital Management
Vermont
$217
QWM
787
Quaker Wealth Management
New Jersey
$217
TIM
788
Tortoise Investment Management
New York
$216
EPIM
789
Evelyn Partners Investment Management
$216
SA
790
Seneschal Advisors
Washington
$145
HC
791
Hurley Capital
New York
$144
PWAM
792
Private Wealth Asset Management
Iowa
$144
DFA
793
DHJJ Financial Advisors
Illinois
$73
TFM
794
TFC Financial Management
Massachusetts
$73
NB
795
NBT Bank
New York
$72
PA
796
Pineridge Advisors
Missouri
$72
CAC
797
Core Alternative Capital
Georgia
$72
AWM
798
Activest Wealth Management
Florida
$72
Norges Bank
799
Norges Bank
Norway
Massachusetts Financial Services
800
Massachusetts Financial Services
Massachusetts