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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.29%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
280
Reduced
275
Closed
110
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$190M
2
UBS AM
UBS AM
Illinois
$263M
3
Morgan Stanley
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
2
BlackRock
BlackRock
New York
$1.89B
3
Invesco
Invesco
Georgia
$200M
4
KBC Group
KBC Group
Belgium
$60.9M
5
SC
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
801
CFO4Life Group
Texas
– -$612K -7,513 Closed
ZIM
802
Zacks Investment Management
Illinois
– -$608K -7,467 Closed
PWM
803
Prosperity Wealth Management
California
– -$605K -7,435 Closed
CBUSF
804
Construction & Building Unions Superannuation Fund
Australia
– -$529K -6,500 Closed
SWM
805
SeaCrest Wealth Management
New York
– -$527K -6,474 Closed
MYLI
806
Meiji Yasuda Life Insurance
Japan
– -$468K -5,754 Closed
OTL
807
Oak Thistle LLC
New York
– -$449K -5,521 Closed
PCIA
808
Prime Capital Investment Advisors
Kansas
– -$419K -5,149 Closed
TC
809
TownSquare Capital
Utah
– -$418K -5,133 Closed
BA
810
Bristlecone Advisors
Washington
– -$418K -5,132 Closed
1C
811
111 Capital
France
– -$366K -4,499 Closed
SPC
812
Sigma Planning Corp
Michigan
– -$357K -4,390 Closed
AWM
813
Ariadne Wealth Management
California
– -$342K -4,110 Closed
GSC
814
Ground Swell Capital
South Carolina
– -$323K -3,972 Closed
HFM
815
Harvest Fund Management
China
– -$322K -3,957 Closed
ALAM
816
Asahi Life Asset Management
Japan
– -$301K -3,700 Closed
IAS
817
Insigneo Advisory Services
Florida
– -$293K -3,602 Closed
MGP
818
Metis Global Partners
California
– -$290K -3,564 Closed
MLL
819
Moody Lynn & Lieberson
Massachusetts
– -$287K -3,522 Closed
Brown Advisory
820
Brown Advisory
Maryland
– -$285K -3,507 Closed
SFC
821
SYM Financial Corp
Indiana
– -$283K -3,476 Closed
VWM
822
Venturi Wealth Management
Texas
– -$280K -3,440 Closed
ARC
823
Advisor Resource Council
Texas
– -$271K -3,420 Closed
SI
824
Seeds Investor
New York
– -$258K -3,172 Closed
FAM
825
Fred Alger Management
New York
– -$256K -3,143 Closed
31 32
33
34 35