DOCU

DocuSign

774 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, 256 increasing their positions, 305 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: 256 | Existing positions reduced: 305

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
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
QI
826
Qtron Investments
Massachusetts
NA
827
Navellier & Associates
Nevada
SPM
828
Symmetry Peak Management
Pennsylvania
AAMU
829
APG Asset Management US
New York
JF
830
Jump Financial
Illinois
MC
831
Machina Capital
France
CIC
832
Carnegie Investment Counsel
Ohio
IWC
833
Integrated Wealth Concepts
Massachusetts
BMCM
834
Burns Matteson Capital Management
New York
KWA
835
Kingswood Wealth Advisors
California
OAM
836
Oxford Asset Management
United Kingdom
MF
837
Magnetar Financial
Illinois
KF
838
Krilogy Financial
Missouri
RCAG
839
Rehmann Capital Advisory Group
Michigan
TFG
840
Taylor Financial Group
Virginia
CWM
841
Calamos Wealth Management
Illinois
IAA
842
Independent Advisor Alliance
North Carolina
AWM
843
AE Wealth Management
Kansas
PFGIA
844
Patriot Financial Group Insurance Agency
Massachusetts
Kovitz Investment Group Partners
845
Kovitz Investment Group Partners
Illinois
VFA
846
Valeo Financial Advisors
Indiana
VCM
847
Voleon Capital Management
California
QL
848
Quarry LP
New York
RTC
849
Real Talk Capital
Tennessee
NFP
850
Narus Financial Partners
Utah