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DocuSign
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Overview Fund Activity

767 hedge funds and large institutions have $13.6B invested in DocuSign in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 280 increasing their positions, 275 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-31
Holders Change %
-3.88%
% of All Funds
10.3%
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
280
Reduced
275
Closed
109
Calls
$376M
Puts
$350M
Net Calls
+$26.2M
Net Calls Change
-$208M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$190M
2
UBS AM
2
UBS AM
Illinois
$263M
3
Morgan Stanley
3
Morgan Stanley
New York
$303M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$320M
2
BlackRock
2
BlackRock
New York
$1.89B
3
Invesco
3
Invesco
Georgia
$200M
4
KBC Group
4
KBC Group
Belgium
$60.9M
5
SC
5
Styrax Capital
New York
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
851
Banque Transatlantique
France
– -$26.5K -352 Closed
PA
852
PSI Advisors
Florida
– -$19.5K -239 Closed
SPM
853
Symmetry Peak Management
Pennsylvania
– -$16.3K -200 Closed
ACA
854
Atlas Capital Advisors
Wyoming
– -$15.9K -195 Closed
MG
855
Mather Group
Illinois
– -$15.1K -186 Closed
QC
856
Quent Capital
New York
– -$13.8K -169 Closed
AF
857
Atala Financial
California
– -$11K -135 Closed
CA
858
Continuum Advisory
Idaho
– -$10.3K -126 Closed
AF
859
Abound Financial
California
– -$8.63K -106 Closed
BBHC
860
Brown Brothers Harriman & Co
New York
– -$5.45K -67 Closed
NI
861
NCP Inc
California
– -$4.07K -50 Closed
GFPC
862
Global Financial Private Client
Florida
– -$3.74K -46 Closed
SO
863
Sierra Ocean
California
– -$3.42K -42 Closed
CIAM
864
Caitong International Asset Management
Hong Kong
– -$2.52K -31 Closed
LWMI
865
Legacy Wealth Management (Idaho)
Idaho
– -$2.12K -26 Closed
PWA
866
Physician Wealth Advisors
Utah
– -$1.06K -13 Closed
PAI
867
Pittenger & Anderson Inc
Nebraska
– -$896 -11 Closed
CWA
868
Carolina Wealth Advisors
South Carolina
– -$733 -9 Closed
PWMG
869
Prestige Wealth Management Group
New Jersey
– -$652 -8 Closed
WW
870
Winnow Wealth
Texas
– -$487 -6 Closed
RF
871
Roxbury Financial
New Jersey
– -$416 -5 Closed
NRG
872
Nemes Rush Group
Michigan
– -$407 -5 Closed
HWP
873
Highline Wealth Partners
California
– -$244 -3 Closed
AWM
874
Activest Wealth Management
Florida
– -$163 -2 Closed
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