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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
HFM
826
Harvest Fund Management
China
-$322K -3,957 Closed
ALAM
827
Asahi Life Asset Management
Japan
-$301K -3,700 Closed
IAS
828
Insigneo Advisory Services
Florida
-$293K -3,602 Closed
MGP
829
Metis Global Partners
California
-$290K -3,564 Closed
MLL
830
Moody Lynn & Lieberson
Massachusetts
-$287K -3,522 Closed
Brown Advisory
831
Brown Advisory
Maryland
-$285K -3,507 Closed
SFC
832
SYM Financial Corp
Indiana
-$283K -3,476 Closed
VWM
833
Venturi Wealth Management
Texas
-$280K -3,440 Closed
ARC
834
Advisor Resource Council
Texas
-$271K -3,420 Closed
SI
835
Seeds Investor
New York
-$258K -3,172 Closed
FAM
836
Fred Alger Management
New York
-$256K -3,143 Closed
CA
837
Claro Advisors
Massachusetts
-$244K -2,996 Closed
SFG
838
Sovereign Financial Group
Connecticut
-$244K -2,992 Closed
JCM
839
Jag Capital Management
Missouri
-$241K -2,964 Closed
FCM
840
Fieldview Capital Management
Michigan
-$240K -2,950 Closed
HWM
841
HB Wealth Management
Georgia
-$239K -2,941 Closed
QAM
842
Q3 Asset Management
Michigan
-$232K -2,860 Closed
BCA
843
Bay Colony Advisors
Massachusetts
-$230K -2,769 Closed
TSS
844
Two Sigma Securities
New York
-$222K -2,724 Closed
FPGK
845
Financial Partners Group (Kansas)
Kansas
-$217K -2,671 Closed
KWM
846
Kingsview Wealth Management
Oregon
-$216K -2,655 Closed
GF
847
Gries Financial
Ohio
-$215K -2,639 Closed
DADC
848
D.A. Davidson & Co
Montana
-$211K -2,591 Closed
FFA
849
Founders Financial Alliance
North Carolina
-$206K -2,535 Closed
GLA
850
Good Life Advisors
Pennsylvania
-$206K -2,525 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.