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DocuSign
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Overview Fund Activity

798 hedge funds and large institutions have $13.8B invested in DocuSign in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 268 increasing their positions, 287 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
120
Increased
268
Reduced
287
Closed
111
Calls
$506M
Puts
$272M
Net Calls
+$234M
Net Calls Change
-$29.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$149M
2
DFO
2
Duquesne Family Office
New York
$87.5M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$95M
4
SC
4
Styrax Capital
New York
$70M
5
Victory Capital Management
5
Victory Capital Management
Texas
$59.8M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$258M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.04M
5
Amundi
5
Amundi
France
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
876
First Pacific Financial
Washington
– -$98.2K -1,092 Closed
UBP
877
Union Bancaire Privee
Switzerland
– -$96.3K -1,050 Closed
CAS
878
Coppell Advisory Solutions
Texas
– -$94.5K -1,030 Closed
FF
879
Friedenthal Financial
New Jersey
– -$54.4K -605 Closed
AWM
880
Avior Wealth Management
Nebraska
– -$48.7K -542 Closed
CC
881
Centiva Capital
New York
– -$36K -400 Closed
MA
882
Modus Advisors
Minnesota
– -$36K -400 Closed
Q1WB
883
Quest 10 Wealth Builders
Virginia
– -$33.5K -373 Closed
VHAM
884
Van Hulzen Asset Management
California
– -$32.8K -365 Closed
KIM
885
Kestra Investment Management
Texas
– -$29.6K -329 Closed
LFA
886
LGT Financial Advisors
Texas
– -$23.3K -259 Closed
AFM
887
Aspetuck Financial Management
Connecticut
– -$18K -200 Closed
MRP
888
Measured Risk Portfolios
California
– -$18K -200 Closed
IWP
889
IAG Wealth Partners
Wisconsin
– -$12.6K -140 Closed
OC
890
Oarsman Capital
Wisconsin
– -$11.2K -125 Closed
BCM
891
Berbice Capital Management
New York
– -$8.99K -100 Closed
NFSG
892
Newbridge Financial Services Group
Florida
– -$8.99K -100 Closed
NA
893
Nordwand Advisors
Pennsylvania
– -$8.99K -100 Closed
FA
894
Fedenia Advisers
Wisconsin
– -$7.83K -87 Closed
CFGS
895
Concourse Financial Group Securities
Alabama
– -$4.13K -45 Closed
A
896
AlphaQuest
New York
– -$3.42K -38 Closed
PLU
897
Performa Ltd (US)
South Carolina
– -$2.25K -25 Closed
SAM
898
Synergy Asset Management
Washington
– -$1.43K -23 Closed
CTC
899
Central Trust Company
Missouri
– -$1.98K -22 Closed
TFA
900
Toth Financial Advisory
Virginia
– -$1.8K -20 Closed
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