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DocuSign

788 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, 267 increasing their positions, 280 reducing their positions, and 89 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:

2.97% less ownership

Funds ownership: 86.77%83.79% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
788
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
TPWA
851
Twin Peaks Wealth Advisors
California
NC
852
North Capital
Utah
WTFG
853
Wood Tarver Financial Group
Idaho
MYIA
854
Mount Yale Investment Advisors
Colorado
CIM
855
Contravisory Investment Management
Massachusetts
PFG
856
Putney Financial Group
California
CWM
857
CarsonAllaria Wealth Management
Illinois
NC
858
NewSquare Capital
Pennsylvania
SA
859
SRH Advisors
Kansas
GA
860
GoalVest Advisory
New York
CAM
861
Close Asset Management
United Kingdom
VWWMG
862
Vermillion & White Wealth Management Group
Pennsylvania
TIM
863
Total Investment Management
Arizona
WIM
864
Westside Investment Management
California
EWA
865
EQ Wealth Advisors
Texas
CAL
866
Capital Analysts LLC
Pennsylvania
GG
867
Gleason Group
Kentucky
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
TCA
869
Trifecta Capital Advisors
Illinois
YP
870
YANKCOM Partnership
South Dakota
AIM
871
Anchor Investment Management
South Carolina
CW
872
Curio Wealth
Maryland
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
AF
874
Advisornet Financial
Minnesota
CA
875
Crewe Advisors
Utah