DOCU

DocuSign

699 hedge funds and large institutions have $8.45B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 228 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

10% less funds holding

Funds holding: 781699 (-82)

27% less capital invested

Capital invested by funds: $11.6B → $8.45B (-$3.11B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 166

Holders
699
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
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Arista Wealth Management
Nevada
EC
802
EntryPoint Capital
New York
Simplex Trading
803
Simplex Trading
Illinois
GCM
804
Gallacher Capital Management
Colorado
LHWM
805
Lake Hills Wealth Management
Texas
WIA
806
World Investment Advisors
California
UAG
807
United Advisor Group
Ohio
IA
808
Integrity Alliance
Iowa
MOS
809
MGO One Seven
Ohio
BP
810
Ballentine Partners
Massachusetts
BEW
811
Burton Enright Welch
California
DWT
812
Dorsey & Whitney Trust
South Dakota
BPA
813
Beacon Pointe Advisors
California
UM
814
UniSuper Management
Australia
KIA
815
Knollwood Investment Advisory
Maryland
PJWM
816
Philip James Wealth Mangement
Georgia
MFS
817
Mirabella Financial Services
United Kingdom
CAG
818
Csenge Advisory Group
Florida
FPW
819
Fairvoy Private Wealth
Alabama
AWM
820
Axxcess Wealth Management
California
SOS
821
Silver Oak Securities
Tennessee
TG
822
TCW Group
California
CCA
823
Childress Capital Advisors
Texas
KFA
824
Kapstone Financial Advisors
Ohio
GSIAS
825
Garden State Investment Advisory Services
New Jersey