We are live on ! Find out more
DOCU

DocuSign

703 hedge funds and large institutions have $8.5B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 228

7.68% more ownership

Funds ownership: 84.45%92.12% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $219M | Put options by funds: $240M

10% less funds holding

Funds holding: 783703 (-80)

26% less capital invested

Capital invested by funds: $11.6B → $8.5B (-$3.06B)

39% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 166

Holders
703
Holders Change
-80
Holders Change %
-10.22%
% of All Funds
8.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
102
Increased
273
Reduced
228
Closed
166
Calls
$219M
Puts
$240M
Net Calls
-$20.9M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
851
High Note Wealth
Minnesota
-$4.38K -64 Closed
NI
852
NCP Inc
California
-$4.1K -60 Closed
TPBG
853
Turning Point Benefit Group
Maryland
-$2.94K -43 Closed
CHC
854
City Holding Co
West Virginia
-$2.74K -40 Closed
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.05K -30 Closed
CWA
856
Carolina Wealth Advisors
South Carolina
-$1.78K -26 Closed
OC
857
Optima Capital
Oregon
-$1.78K -26 Closed
SRCM
858
Signature Resources Capital Management
California
-$1.78K -26 Closed
ADL
859
Asset Dedication LLC
California
-$1.37K -20 Closed
CH
860
Cromwell Holdings
Wyoming
-$1.16K -17 Closed
LWM
861
Lodestone Wealth Management
Washington
-$1.09K -16 Closed
ACA
862
Atlas Capital Advisors
Wyoming
-$957 -14 Closed
FNWA
863
Financial Network Wealth Advisors
Utah
-$821 -12 Closed
AWA
864
Acumen Wealth Advisors
Tennessee
-$479 -7 Closed
1CP
865
1015 Capital Partners
Pennsylvania
-$274 -4 Closed
AGWCA
866
Annis Gardner Whiting Capital Advisors
Florida
-$206 -3 Closed
HIA
867
HFM Investment Advisors
New Jersey
-$206 -3 Closed
WW
868
Winnow Wealth
Texas
-$207 -3 Closed
PWA
869
Prairie Wealth Advisors
Nebraska
-$273K