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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 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
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
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
826
Claro Advisors
Massachusetts
– -$244K -2,996 Closed
SFG
827
Sovereign Financial Group
Connecticut
– -$244K -2,992 Closed
JCM
828
Jag Capital Management
Missouri
– -$241K -2,964 Closed
FCM
829
Fieldview Capital Management
Michigan
– -$240K -2,950 Closed
HWM
830
HB Wealth Management
Georgia
– -$239K -2,941 Closed
QAM
831
Q3 Asset Management
Michigan
– -$232K -2,860 Closed
BCA
832
Bay Colony Advisors
Massachusetts
– -$230K -2,769 Closed
TSS
833
Two Sigma Securities
New York
– -$222K -2,724 Closed
FPGK
834
Financial Partners Group (Kansas)
Kansas
– -$217K -2,671 Closed
KWM
835
Kingsview Wealth Management
Oregon
– -$216K -2,655 Closed
GF
836
Gries Financial
Ohio
– -$215K -2,639 Closed
DADC
837
D.A. Davidson & Co
Montana
– -$211K -2,591 Closed
FFA
838
Founders Financial Alliance
North Carolina
– -$206K -2,535 Closed
GLA
839
Good Life Advisors
Pennsylvania
– -$206K -2,525 Closed
CI
840
Corient IA
Florida
– -$204K -2,500 Closed
PWP
841
Perfromance Wealth Partners
Illinois
– -$204K -2,500 Closed
IWA
842
IVC Wealth Advisors
Pennsylvania
– -$203K -2,497 Closed
WIA
843
Wealthedge Investment Advisors
New York
– -$202K -2,477 Closed
MAWCM
844
Mine & Arao Wealth Creation & Management
California
– -$200K -2,457 Closed
MCI
845
MRP Capital Investments
Georgia
– -$114K -1,400 Closed
AFS
846
Anderson Financial Strategies
Ohio
– -$90.6K -1,112 Closed
OIAM
847
OFI Invest Asset Management
France
– -$59.5K -790 Closed
Twin Tree Management
848
Twin Tree Management
Texas
– -$58.3K -716 Closed
WWM
849
Wolff Wiese Magana
California
– -$36.8K -452 Closed
SSG
850
Summit Securities Group
New York
– -$33.7K -414 Closed
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