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DOCU

DocuSign

778 hedge funds and large institutions have $13.7B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 287 increasing their positions, 276 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.53% more ownership

Funds ownership: 85.42%86.95% (+1.5%)

8% more call options, than puts

Call options by funds: $376M | Put options by funds: $350M

4% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 276

3% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$394M)

3% less funds holding

Funds holding: 806778 (-28)

16% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 109

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
778
Holders Change
-28
Holders Change %
-3.47%
% of All Funds
10.24%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
92
Increased
287
Reduced
276
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.3M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
851
Corient IA
Florida
-$204K -2,500 Closed
PWP
852
Perfromance Wealth Partners
Illinois
-$204K -2,500 Closed
IWA
853
IVC Wealth Advisors
Pennsylvania
-$203K -2,497 Closed
WIA
854
Wealthedge Investment Advisors
New York
-$202K -2,477 Closed
MAWCM
855
Mine & Arao Wealth Creation & Management
California
-$200K -2,457 Closed
MCI
856
MRP Capital Investments
Georgia
-$114K -1,400 Closed
AFS
857
Anderson Financial Strategies
Ohio
-$90.6K -1,112 Closed
OIAM
858
OFI Invest Asset Management
France
-$59.5K -790 Closed
Twin Tree Management
859
Twin Tree Management
Texas
-$58.3K -716 Closed
ZRP
860
Zynergy Retirement Planning
New Jersey
-$50.1K -557 Closed
WWM
861
Wolff Wiese Magana
California
-$36.8K -452 Closed
SSG
862
Summit Securities Group
New York
-$33.7K -414 Closed
PA
863
PSI Advisors
Florida
-$19.5K -239 Closed
SPM
864
Symmetry Peak Management
Pennsylvania
-$16.3K -200 Closed
ACA
865
Atlas Capital Advisors
Wyoming
-$15.9K -195 Closed
MG
866
Mather Group
Illinois
-$15.1K -186 Closed
QC
867
Quent Capital
New York
-$13.8K -169 Closed
AF
868
Atala Financial
California
-$11K -135 Closed
CA
869
Continuum Advisory
Idaho
-$10.3K -126 Closed
AF
870
Abound Financial
California
-$8.63K -106 Closed
BBHC
871
Brown Brothers Harriman & Co
New York
-$5.45K -67 Closed
NI
872
NCP Inc
California
-$4.07K -50 Closed
GFPC
873
Global Financial Private Client
Florida
-$3.74K -46 Closed
SO
874
Sierra Ocean
California
-$3.42K -42 Closed
CIAM
875
Caitong International Asset Management
Hong Kong
-$2.52K -31 Closed

DOCU Hedge Fund Activity: Q2 2025 in Review

778 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q2 2025, worth a combined $13.7B — down 2.8% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of DOCU and 92 opened new positions — a net loss of 17 holders — while 276 trimmed existing stakes and 287 added.

The largest buyer was Alyeska Investment Group, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $166M.

  • 778 institutional investors held DocuSign (DOCU) as of Q2 2025, down from 806 in Q1 2025.
  • Funds reported $13.7B of DocuSign stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 92 funds opened new DocuSign positions in Q2 2025 and 109 closed out, a net change of -17 holders.
  • The largest DocuSign buyer in Q2 2025 was Alyeska Investment Group, an estimated $136M added.
  • The largest DocuSign seller in Q2 2025 was Fidelity Investments, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.