DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 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: $

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
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
EC
801
EntryPoint Capital
New York
Simplex Trading
802
Simplex Trading
Illinois
GCM
803
Gallacher Capital Management
Colorado
LHWM
804
Lake Hills Wealth Management
Texas
WIA
805
World Investment Advisors
California
UAG
806
United Advisor Group
Ohio
IA
807
Integrity Alliance
Iowa
MOS
808
MGO One Seven
Ohio
BP
809
Ballentine Partners
Massachusetts
BEW
810
Burton Enright Welch
California
DWT
811
Dorsey & Whitney Trust
South Dakota
BPA
812
Beacon Pointe Advisors
California
UM
813
UniSuper Management
Australia
KIA
814
Knollwood Investment Advisory
Maryland
PJWM
815
Philip James Wealth Mangement
Georgia
MFS
816
Mirabella Financial Services
United Kingdom
CAG
817
Csenge Advisory Group
Florida
FPW
818
Fairvoy Private Wealth
Alabama
AWM
819
Axxcess Wealth Management
California
SOS
820
Silver Oak Securities
Tennessee
TG
821
TCW Group
California
CCA
822
Childress Capital Advisors
Texas
KFA
823
Kapstone Financial Advisors
Ohio
GSIAS
824
Garden State Investment Advisory Services
New Jersey
PWM
825
Perigon Wealth Management
California