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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
RL
826
Retireful LLC
Michigan
BG
827
Bollard Group
Massachusetts
FF
828
Fluent Financial
Texas
FIM
829
Freedom Investment Management
Connecticut
AI
830
Atom Investors
Texas
SFI
831
Susquehanna Fundamental Investments
Pennsylvania
BPWM
832
BCS Private Wealth Management
New Jersey
FAIM
833
Financial Advocates Investment Management
Washington
LBC
834
Leigh Baldwin & Co
New York
LG
835
Leuthold Group
Minnesota
PIA
836
Prakash Investment Advisors
Massachusetts
OQS
837
Occudo Quantitative Strategies
Florida
Wealthfront Advisers
838
Wealthfront Advisers
California
NFP
839
Narus Financial Partners
Utah
FCM
840
Frontier Capital Management
Massachusetts
RA
841
RFG Advisory
Alabama
EH
842
Equitable Holdings
New York
VSQM
843
V-Square Quantitative Management
Illinois
CFO
844
Callan Family Office
Pennsylvania
CPL
845
CAP Partners LLC
Tennessee
CIA
846
Concurrent Investment Advisors
Florida
MC
847
Moors & Cabot
Massachusetts
OF
848
Optimize Financial
California
BRWA
849
B. Riley Wealth Advisors
Florida
WA
850
Waverly Advisors
Alabama