DOCU

DocuSign

806 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, 269 increasing their positions, 291 reducing their positions, and 88 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:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
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
MA
826
Montag & Associates
Georgia
HBCM
827
Heron Bay Capital Management
Michigan
MWM
828
MFG Wealth Management
Indiana
RPI
829
Railway Pension Investments
United Kingdom
PL
830
Perpetual Ltd
Australia
M1FG
831
Mach-1 Financial Group
Arkansas
SCP
832
Sender Company & Partners
New York
RL
833
Retireful LLC
Michigan
BG
834
Bollard Group
Massachusetts
FF
835
Fluent Financial
Texas
FIM
836
Freedom Investment Management
Connecticut
AI
837
Atom Investors
Texas
SFI
838
Susquehanna Fundamental Investments
Pennsylvania
BPWM
839
BCS Private Wealth Management
New Jersey
FAIM
840
Financial Advocates Investment Management
Washington
LBC
841
Leigh Baldwin & Co
New York
LG
842
Leuthold Group
Minnesota
PIA
843
Prakash Investment Advisors
Massachusetts
OQS
844
Occudo Quantitative Strategies
Florida
Wealthfront Advisers
845
Wealthfront Advisers
California
FCM
846
Frontier Capital Management
Massachusetts
RA
847
RFG Advisory
Alabama
EH
848
Equitable Holdings
New York
VSQM
849
V-Square Quantitative Management
Illinois
CFO
850
Callan Family Office
Pennsylvania