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DocuSign

791 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, 281 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:

2.98% less ownership

Funds ownership: 86.8%83.82% (-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
791
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
HAI
851
Hennessy Advisors Inc
California
SMFG
852
Sumitomo Mitsui Financial Group
Japan
GM
853
GeoWealth Management
Illinois
TPWA
854
Twin Peaks Wealth Advisors
California
NC
855
North Capital
Utah
WTFG
856
Wood Tarver Financial Group
Idaho
MYIA
857
Mount Yale Investment Advisors
Colorado
CIM
858
Contravisory Investment Management
Massachusetts
PFG
859
Putney Financial Group
California
CWM
860
CarsonAllaria Wealth Management
Illinois
NC
861
NewSquare Capital
Pennsylvania
SA
862
SRH Advisors
Kansas
GA
863
GoalVest Advisory
New York
CAM
864
Close Asset Management
United Kingdom
VWWMG
865
Vermillion & White Wealth Management Group
Pennsylvania
TIM
866
Total Investment Management
Arizona
WIM
867
Westside Investment Management
California
EWA
868
EQ Wealth Advisors
Texas
CAL
869
Capital Analysts LLC
Pennsylvania
GG
870
Gleason Group
Kentucky
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
YP
872
YANKCOM Partnership
South Dakota
TCA
873
Trifecta Capital Advisors
Illinois
AIM
874
Anchor Investment Management
South Carolina
BCMLT
875
Beacon Capital Management LLC (Tennessee)
Tennessee