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DOCU

DocuSign

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815806 (-9)

1.99% less ownership

Funds ownership: 87.41%85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
851
CastleKnight Management
New York
-$486K -5,400 Closed
AIM
852
Aigen Investment Management
New York
-$432K -4,804 Closed
AM
853
AGF Management
Ontario, Canada
-$418K -4,647 Closed
SSA
854
Schonfeld Strategic Advisors
New York
-$355K -3,950 Closed
ORG
855
Optimist Retirement Group
Washington
-$338K -3,757 Closed
Fidelity International
856
Fidelity International
Bermuda
-$334K -3,710 Closed
TC
857
Tairen Capital
Hong Kong
-$333K -3,700 Closed
TDC
858
Thompson Davis & Co
Virginia
-$307K -3,410 Closed
FRA
859
Frank Rimerman Advisors
California
-$285K -3,174 Closed
KJHP
860
K.J. Harrison & Partners
Ontario, Canada
-$271K -3,000 Closed
SCM
861
Stevens Capital Management
Pennsylvania
-$253K -2,812 Closed
JG
862
Jain Global
New York
-$246K -2,732 Closed
FMLI
863
Fukoku Mutual Life Insurance
Japan
-$234K -2,604 Closed
QC
864
Quantessence Capital
New York
-$231K -2,568 Closed
MWP
865
Meredith Wealth Planning
Illinois
-$231K -2,565 Closed
TCG
866
Transcendent Capital Group
Oklahoma
-$226K -2,516 Closed
CH
867
Canton Hathaway
Rhode Island
-$225K -2,500 Closed
OCBCO
868
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$224K -2,496 Closed
SWP
869
Stratos Wealth Partners
Ohio
-$224K -2,493 Closed
NL
870
NWAM LLC
Washington
-$222K -2,467 Closed
TCM
871
Telos Capital Management
California
-$221K -2,455 Closed
WAM
872
Weatherly Asset Management
California
-$221K -2,453 Closed
SIG
873
Stonegate Investment Group
Alabama
-$216K -2,404 Closed
GL
874
Gerber LLC
Ohio
-$216K -2,400 Closed
EH
875
Equitable Holdings
New York
-$215K -2,389 Closed

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.