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DocuSign

788 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.97% less ownership

Funds ownership: 86.77%83.79% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
788
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
826
Prakash Investment Advisors
Massachusetts
OQS
827
Occudo Quantitative Strategies
Florida
Wealthfront Advisers
828
Wealthfront Advisers
California
FCM
829
Frontier Capital Management
Massachusetts
RA
830
RFG Advisory
Alabama
EH
831
Equitable Holdings
New York
VSQM
832
V-Square Quantitative Management
Illinois
CFO
833
Callan Family Office
Pennsylvania
CPL
834
CAP Partners LLC
Tennessee
CIA
835
Concurrent Investment Advisors
Florida
MC
836
Moors & Cabot
Massachusetts
OF
837
Optimize Financial
California
BRWA
838
B. Riley Wealth Advisors
Florida
WA
839
Waverly Advisors
Alabama
HAG
840
HighPoint Advisor Group
Illinois
HAM
841
Hedges Asset Management
Nevada
OWA
842
One Wealth Advisors
California
SFI
843
SPC Financial Inc
Maryland
EA
844
Efficient Advisors
Ohio
RWM
845
Ritholtz Wealth Management
New York
TSMHT
846
Thurston Springer Miller Herd & Titak
Indiana
RI
847
Ridgewood Investments
New Jersey
HAI
848
Hennessy Advisors Inc
California
SMFG
849
Sumitomo Mitsui Financial Group
Japan
GM
850
GeoWealth Management
Illinois