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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
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
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
801
Left Brain Wealth Management
Illinois
-$1.09M -13,364 Closed
USAA
802
United Services Automobile Association
Texas
-$1.1M -13,264 Closed
PAS
803
Park Avenue Securities
New York
-$976K -11,986 Closed
EP
804
Edgestream Partners
New Jersey
-$871K -10,703 Closed
JSL
805
JT Stratford LLC
Georgia
-$847K -10,400 Closed
AC
806
Allstate Corporation
Illinois
-$825K -10,136 Closed
AIA
807
Affinity Investment Advisors
California
-$781K -9,598 Closed
CAU
808
Caxton Associates (UK)
-$738K -9,066 Closed
HVCM
809
Hel Ved Capital Management
Hong Kong
-$720K -8,850 Closed
CM
810
Churchill Management
California
-$699K -8,592 Closed
Nomura Holdings
811
Nomura Holdings
Japan
-$660K -8,106 Closed
CG
812
CFO4Life Group
Texas
-$612K -7,513 Closed
ZIM
813
Zacks Investment Management
Illinois
-$608K -7,467 Closed
PWM
814
Prosperity Wealth Management
California
-$605K -7,435 Closed
CBUSF
815
Construction & Building Unions Superannuation Fund
Australia
-$529K -6,500 Closed
SWM
816
SeaCrest Wealth Management
New York
-$527K -6,474 Closed
MYLI
817
Meiji Yasuda Life Insurance
Japan
-$468K -5,754 Closed
OTL
818
Oak Thistle LLC
New York
-$449K -5,521 Closed
PCIA
819
Prime Capital Investment Advisors
Kansas
-$419K -5,149 Closed
TC
820
TownSquare Capital
Utah
-$418K -5,133 Closed
BA
821
Bristlecone Advisors
Washington
-$418K -5,132 Closed
1C
822
111 Capital
France
-$366K -4,499 Closed
SPC
823
Sigma Planning Corp
Michigan
-$357K -4,390 Closed
AWM
824
Ariadne Wealth Management
California
-$342K -4,110 Closed
GSC
825
Ground Swell Capital
South Carolina
-$323K -3,972 Closed

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.