DOCU

DocuSign

769 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
769
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
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JF
826
Jump Financial
Illinois
MC
827
Machina Capital
France
CIC
828
Carnegie Investment Counsel
Ohio
IWC
829
Integrated Wealth Concepts
Massachusetts
BMCM
830
Burns Matteson Capital Management
New York
KWA
831
Kingswood Wealth Advisors
California
OAM
832
Oxford Asset Management
United Kingdom
MF
833
Magnetar Financial
Illinois
KF
834
Krilogy Financial
Missouri
TFG
835
Taylor Financial Group
Virginia
CWM
836
Calamos Wealth Management
Illinois
IAA
837
Independent Advisor Alliance
North Carolina
AWM
838
AE Wealth Management
Kansas
PFGIA
839
Patriot Financial Group Insurance Agency
Massachusetts
Kovitz Investment Group Partners
840
Kovitz Investment Group Partners
Illinois
VFA
841
Valeo Financial Advisors
Indiana
VCM
842
Voleon Capital Management
California
QL
843
Quarry LP
New York
NFP
844
Narus Financial Partners
Utah
RTC
845
Real Talk Capital
Tennessee
MWM
846
Moran Wealth Management
Florida
NAM
847
NorthCrest Asset Manangement
Minnesota
TA
848
TFB Advisors
Kansas
OIA
849
OneDigital Investment Advisors
Kansas
MMPW
850
Mitchell McLeod Pugh & Williams
Alabama