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DocuSign

798 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 285 reducing their positions, and 90 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:

3.03% less ownership

Funds ownership: 86.88%83.85% (-3%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.5B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
798
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
HAG
851
HighPoint Advisor Group
Illinois
HAM
852
Hedges Asset Management
Nevada
OWA
853
One Wealth Advisors
California
SFI
854
SPC Financial Inc
Maryland
EA
855
Efficient Advisors
Ohio
RWM
856
Ritholtz Wealth Management
New York
TSMHT
857
Thurston Springer Miller Herd & Titak
Indiana
RI
858
Ridgewood Investments
New Jersey
HAI
859
Hennessy Advisors Inc
California
SMFG
860
Sumitomo Mitsui Financial Group
Japan
GM
861
GeoWealth Management
Illinois
TPWA
862
Twin Peaks Wealth Advisors
California
NC
863
North Capital
Utah
WTFG
864
Wood Tarver Financial Group
Idaho
MYIA
865
Mount Yale Investment Advisors
Colorado
CIM
866
Contravisory Investment Management
Massachusetts
PFG
867
Putney Financial Group
California
CWM
868
CarsonAllaria Wealth Management
Illinois
NC
869
NewSquare Capital
Pennsylvania
SA
870
SRH Advisors
Kansas
GA
871
GoalVest Advisory
New York
CAM
872
Close Asset Management
United Kingdom
VWWMG
873
Vermillion & White Wealth Management Group
Pennsylvania
TIM
874
Total Investment Management
Arizona
WIM
875
Westside Investment Management
California