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DOCU

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
IIM
126
INTECH Investment Management
Florida
$9.57M -$4.1M -46,833 -28%
Axa
127
Axa
France
$9.53M +$3.01M +34,393 +42%
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$9.5M -$161K -1,834 -2%
SAM
129
Storebrand Asset Management
Norway
$9.48M +$2.74M +31,276 +37%
SSA
130
Sierra Summit Advisors
Nevada
$9.45M +$10.2M +116,078 New
SC
131
Shearwater Capital
Colorado
$9.31M
Cerity Partners
132
Cerity Partners
New York
$9.08M +$937K +10,696 +11%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$9.07M +$734K +8,382 +8%
BNP Paribas Asset Management
134
BNP Paribas Asset Management
France
$8.98M -$9.17M -104,728 -49%
ARAM
135
Ardmore Road Asset Management
New York
$8.95M +$9.63M +110,000 New
Aberdeen Group
136
Aberdeen Group
United Kingdom
$8.87M +$5.4M +61,598 +130%
Lazard Asset Management
137
Lazard Asset Management
New York
$8.83M -$6.77M -77,311 -42%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$8.81M +$7.97M +91,017 +529%
FAF
139
Första AP-fonden
Sweden
$8.68M +$193K +2,200 +2%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$8.61M +$2.72M +31,092 +42%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$8.59M -$16.9K -193 -0.2%
EF
142
Empowered Funds
Pennsylvania
$8.51M +$6.68M +76,255 +270%
MOACM
143
Mutual of America Capital Management
New York
$8.46M -$284K -3,243 -3%
Man Group
144
Man Group
United Kingdom
$8.31M -$7.2M -82,145 -45%
LFAS
145
Level Four Advisory Services
Texas
$8.23M -$498K -5,689 -5%
AB
146
Amalgamated Bank
New York
$7.85M -$267K -3,053 -3%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$7.74M +$879K +10,030 +12%
GWM
148
Greenwich Wealth Management
Connecticut
$7.6M -$41.5K -474 -0.5%
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$7.36M +$7.91M +90,294 +66,884%
SC
150
Syon Capital
California
$7.33M -$862K -9,840 -10%

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.