DOCU

DocuSign

806 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, 269 increasing their positions, 291 reducing their positions, and 88 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:

2.91% less ownership

Funds ownership: 86.88%83.97% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.48B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
806
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
CPL
851
CAP Partners LLC
Tennessee
CIA
852
Concurrent Investment Advisors
Florida
MC
853
Moors & Cabot
Massachusetts
OF
854
Optimize Financial
California
BRWA
855
B. Riley Wealth Advisors
Florida
WA
856
Waverly Advisors
Alabama
HAG
857
HighPoint Advisor Group
Illinois
HAM
858
Hedges Asset Management
Nevada
OWA
859
One Wealth Advisors
California
SFI
860
SPC Financial Inc
Maryland
EA
861
Efficient Advisors
Ohio
RWM
862
Ritholtz Wealth Management
New York
TSMHT
863
Thurston Springer Miller Herd & Titak
Indiana
RI
864
Ridgewood Investments
New Jersey
HAI
865
Hennessy Advisors Inc
California
SMFG
866
Sumitomo Mitsui Financial Group
Japan
GM
867
GeoWealth Management
Illinois
TPWA
868
Twin Peaks Wealth Advisors
California
NC
869
North Capital
Utah
WTFG
870
Wood Tarver Financial Group
Idaho
MYIA
871
Mount Yale Investment Advisors
Colorado
CIM
872
Contravisory Investment Management
Massachusetts
PFG
873
Putney Financial Group
California
CWM
874
CarsonAllaria Wealth Management
Illinois
NC
875
NewSquare Capital
Pennsylvania