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DocuSign

783 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 258 increasing their positions, 307 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $386M | Put options by funds: $290M

0.41% more ownership

Funds ownership: 84.04%84.45% (+0.41%)

3% less funds holding

Funds holding: 811783 (-28)

5% less capital invested

Capital invested by funds: $12.2B → $11.6B (-$637M)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 307

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
783
Holders Change
-28
Holders Change %
-3.45%
% of All Funds
9.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
107
Increased
258
Reduced
307
Closed
121
Calls
$386M
Puts
$290M
Net Calls
+$95.2M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
851
Independent Advisor Alliance
North Carolina
-$279K -3,877 Closed
AWM
852
AE Wealth Management
Kansas
-$277K -3,838 Closed
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
-$271K -3,762 Closed
Kovitz Investment Group Partners
854
Kovitz Investment Group Partners
Illinois
-$268K -3,713 Closed
VFA
855
Valeo Financial Advisors
Indiana
-$254K -3,519 Closed
VCM
856
Voleon Capital Management
California
-$249K -3,453 Closed
QL
857
Quarry LP
New York
-$243K -3,371 Closed
ACP
858
Arcus Capital Partners
Georgia
-$242K -3,356 Closed
NFP
859
Narus Financial Partners
Utah
-$235K -3,261 Closed
RTC
860
Real Talk Capital
Tennessee
-$235K -3,261 Closed
MWM
861
Moran Wealth Management
Florida
-$235K -3,258 Closed
NAM
862
NorthCrest Asset Manangement
Minnesota
-$219K -3,128 Closed
TA
863
TFB Advisors
Kansas
-$213K -3,109 Closed
OIA
864
OneDigital Investment Advisors
Kansas
-$222K -3,085 Closed
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
-$211K -2,991 Closed
CWM
866
Cordatus Wealth Management
Pennsylvania
-$215K -2,980 Closed
SAI
867
Savvy Advisors Inc
New York
-$214K -2,963 Closed
IAS
868
Insigneo Advisory Services
Florida
-$213K -2,960 Closed
Fisher Asset Management
869
Fisher Asset Management
Washington
-$213K -2,952 Closed
IFU
870
iSAM Funds (UK)
United Kingdom
-$209K -2,905 Closed
PA
871
PharVision Advisers
Florida
-$206K -2,851 Closed
DJSG
872
D.J. St. Germain
Massachusetts
-$159K -2,205 Closed
IWA
873
Icon Wealth Advisors
Texas
-$126K -1,750 Closed
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
-$84K -1,161 Closed
PCM
875
Penserra Capital Management
California
-$79K -1,096 Closed