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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
RG
201
Rathbones Group
United Kingdom
$3.74M +$163K +1,858 +4%
HighTower Advisors
202
HighTower Advisors
Illinois
$3.72M +$562K +6,413 +16%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$3.69M +$234K +2,667 +6%
NMIMC
204
Northwestern Mutual Investment Management Company
Wisconsin
$3.66M -$16.8K -192 -0.4%
Neuberger Berman Group
205
Neuberger Berman Group
New York
$3.56M +$221K +2,524 +6%
FCM
206
Frontier Capital Management
Massachusetts
$3.54M +$3.81M +43,550 New
SWM
207
Selective Wealth Management
Virginia
$3.44M -$127K -1,455 -3%
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$3.4M
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.37M +$224K +2,554 +7%
SLAM
210
Swiss Life Asset Management
$3.37M -$2.92M -33,390 -45%
NAAA
211
New Age Alpha Advisors
New York
$3.35M +$3.18M +36,273 +738%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$3.35M -$12.9K -147 -0.4%
SLA
213
Silver Lake Advisory
Utah
$3.27M +$57.8K +660 +2%
AIP
214
Ameritas Investment Partners
Nebraska
$3.24M -$79.4K -906 -2%
Osaic Holdings
215
Osaic Holdings
Arizona
$3.21M -$1.76M -20,074 -34%
CPC
216
Consolidated Planning Corp
Georgia
$3.21M +$3.46M +39,453 New
SEI Investments
217
SEI Investments
Pennsylvania
$3.18M -$1.55M -17,695 -31%
LCM
218
Landscape Capital Management
New Jersey
$3.17M +$1.18M +13,460 +53%
VA
219
Vident Advisory
Georgia
$3.16M +$718K +8,195 +27%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$3.14M -$20.2K -231 -0.6%
CB
221
Commerce Bank
Missouri
$3.09M -$77.3K -882 -2%
BBVA
222
Banco Bilbao Vizcaya Argentaria
Spain
$2.99M -$58.4K -667 -2%
DnB Asset Management
223
DnB Asset Management
Norway
$2.9M -$177K -2,019 -5%
MAM
224
Martingale Asset Management
Massachusetts
$2.85M -$1.2M -13,725 -28%
II
225
IFM Investors
Australia
$2.81M

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.