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DocuSign
DOCU

806 hedge funds and large institutions have $14.1B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $506M | Put options by funds: $272M

3% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 113

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

1% less funds holding

Funds holding: 815 → 806 (-9)

1.99% less ownership

Funds ownership: 87.41% → 85.42% (-2%)

11% less capital invested

Capital invested by funds: $15.9B → $14.1B (-$1.81B)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
806
Holders Change
-9
Holders Change %
-1.1%
% of All Funds
10.81%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
116
Increased
277
Reduced
288
Closed
113
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$126M
2
DFO
Duquesne Family Office
New York
+$94.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$91M
4
SC
Styrax Capital
New York
+$75.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$46M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$95.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$64.6M
5
Amundi
Amundi
France
-$64.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
876
Hudock Inc
Pennsylvania
– -$212K -2,361 Closed
AWM
877
Apollon Wealth Management
South Carolina
– -$210K -2,336 Closed
FNBT
878
FineMark National Bank & Trust
Florida
– -$210K -2,332 Closed
KA
879
Kovack Advisors
Florida
– -$207K -2,303 Closed
RFN
880
Redwood Financial Network
Ohio
– -$202K -2,242 Closed
VCP
881
Verus Capital Partners
Arizona
– -$201K -2,236 Closed
SOS
882
Silver Oak Securities
Tennessee
– -$196K -2,133 Closed
CM
883
Caption Management
Oklahoma
– -$180K -2,000 Closed
CP
884
Castleview Partners
Texas
– -$111K -1,233 Closed
FPF
885
First Pacific Financial
Washington
– -$98.2K -1,092 Closed
UBP
886
Union Bancaire Privee
Switzerland
– -$96.3K -1,050 Closed
CAS
887
Coppell Advisory Solutions
Texas
– -$94.5K -1,030 Closed
FF
888
Friedenthal Financial
New Jersey
– -$54.4K -605 Closed
AWM
889
Avior Wealth Management
Nebraska
– -$48.7K -542 Closed
CC
890
Centiva Capital
New York
– -$36K -400 Closed
MA
891
Modus Advisors
Minnesota
– -$36K -400 Closed
Q1WB
892
Quest 10 Wealth Builders
Virginia
– -$33.5K -373 Closed
VHAM
893
Van Hulzen Asset Management
California
– -$32.8K -365 Closed
KIM
894
Kestra Investment Management
Texas
– -$29.6K -329 Closed
LFA
895
LGT Financial Advisors
Texas
– -$23.3K -259 Closed
AFM
896
Aspetuck Financial Management
Connecticut
– -$18K -200 Closed
MRP
897
Measured Risk Portfolios
California
– -$18K -200 Closed
IWP
898
IAG Wealth Partners
Wisconsin
– -$12.6K -140 Closed
OC
899
Oarsman Capital
Wisconsin
– -$11.2K -125 Closed
BCM
900
Berbice Capital Management
New York
– -$8.99K -100 Closed
33 34 35
36
37

DOCU Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q1 2025, worth a combined $14.1B — down 11% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new DOCU positions and 113 closed out — a net gain of 3 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Coatue Management, exiting entirely with an estimated $121M sold.

  • 806 institutional investors held DocuSign (DOCU) as of Q1 2025, down from 815 in Q4 2024.
  • Funds reported $14.1B of DocuSign stock for Q1 2025, down 11% quarter-over-quarter.
  • 116 funds opened new DocuSign positions in Q1 2025 and 113 closed out, a net change of +3 holders.
  • The largest DocuSign buyer in Q1 2025 was Wellington Management Group, an estimated $126M added.
  • The largest DocuSign seller in Q1 2025 was Coatue Management, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2025.