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DocuSign

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: 815806 (-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: 97 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
901
Newbridge Financial Services Group
Florida
-$8.99K -100 Closed
NA
902
Nordwand Advisors
Pennsylvania
-$8.99K -100 Closed
FA
903
Fedenia Advisers
Wisconsin
-$7.83K -87 Closed
CFGS
904
Concourse Financial Group Securities
Alabama
-$4.13K -45 Closed
TAM
905
Tucker Asset Management
Colorado
-$3.96K -44 Closed
A
906
AlphaQuest
New York
-$3.42K -38 Closed
PLU
907
Performa Ltd (US)
South Carolina
-$2.25K -25 Closed
SAM
908
Synergy Asset Management
Washington
-$1.43K -23 Closed
CTC
909
Central Trust Company
Missouri
-$1.98K -22 Closed
TFA
910
Toth Financial Advisory
Virginia
-$1.8K -20 Closed
NMG
911
New Millennium Group
Utah
-$1.35K -15 Closed
CWP
912
Concord Wealth Partners
Virginia
-$1.26K -14 Closed
MIFH
913
Migdal Insurance & Financial Holdings
Israel
-$1K -14 Closed
OP
914
ORG Partners
Indiana
-$899 -10 Closed
PPA
915
Painted Porch Advisors
California
-$809 -9 Closed
RTC
916
Riverview Trust Company
Washington
-$809 -9 Closed
CJ
917
Caitlin John
Michigan
-$360 -4 Closed
DRP
918
Decker Retirement Planning
Utah
-$270 -3 Closed
MFA
919
McClarren Financial Advisors
Pennsylvania
+$7.09K +81 New