DOCU

DocuSign

781 hedge funds and large institutions have $11.6B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 258 increasing their positions, 306 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 121

16% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 306

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386M
Puts
$290M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
876
C.M. Bidwell & Associates
Hawaii
GLF
877
Groupe la Francaise
France
CI
878
CX Institutional
Indiana
RA
879
Rise Advisors
New York
CIAM
880
Caitong International Asset Management
Hong Kong
PWA
881
Provenance Wealth Advisors
Florida
AAM
882
Advisors Asset Management
Colorado
FDCP
883
Foster Dykema Cabot & Partners
Massachusetts
CCM
884
Cloud Capital Management
Washington
MSG
885
Main Street Group
Virginia
SIC
886
Salem Investment Counselors
North Carolina
ANBT
887
American National Bank & Trust
Texas
PG
888
Proffitt & Goodson
Tennessee
SWP
889
Strategic Wealth Partners
Ohio
CVM
890
Cheviot Value Management
California
MSWA
891
Marshall & Sterling Wealth Advisors
New York
JWM
892
JPL Wealth Management
Colorado
BCWM
893
Bartlett & Co Wealth Management
Ohio
FLFS
894
Family Legacy Financial Solutions
North Carolina
WCM
895
Winthrop Capital Management
Indiana
FIA
896
FNY Investment Advisers
New York
SJIM
897
St. Johns Investment Management
Florida
PCTC
898
Perkins Coie Trust Company
Washington
TIM
899
Tortoise Investment Management
New York
TFM
900
TFC Financial Management
Massachusetts