DOCU

DocuSign

768 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
768
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
MC
826
Machina Capital
France
CIC
827
Carnegie Investment Counsel
Ohio
IWC
828
Integrated Wealth Concepts
Massachusetts
BMCM
829
Burns Matteson Capital Management
New York
KWA
830
Kingswood Wealth Advisors
California
OAM
831
Oxford Asset Management
United Kingdom
MF
832
Magnetar Financial
Illinois
KF
833
Krilogy Financial
Missouri
TFG
834
Taylor Financial Group
Virginia
CWM
835
Calamos Wealth Management
Illinois
IAA
836
Independent Advisor Alliance
North Carolina
AWM
837
AE Wealth Management
Kansas
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
Kovitz Investment Group Partners
839
Kovitz Investment Group Partners
Illinois
VFA
840
Valeo Financial Advisors
Indiana
VCM
841
Voleon Capital Management
California
QL
842
Quarry LP
New York
NFP
843
Narus Financial Partners
Utah
RTC
844
Real Talk Capital
Tennessee
MWM
845
Moran Wealth Management
Florida
NAM
846
NorthCrest Asset Manangement
Minnesota
TA
847
TFB Advisors
Kansas
OIA
848
OneDigital Investment Advisors
Kansas
MMPW
849
Mitchell McLeod Pugh & Williams
Alabama
CWM
850
Cordatus Wealth Management
Pennsylvania