DOCU

DocuSign

768 hedge funds and large institutions have $11.5B invested in DocuSign in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 255 increasing their positions, 302 reducing their positions, and 119 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: $ → $

13% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 119

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 302

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
768
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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3.23M
Creative Planning
202
Creative Planning
Kansas
$3.23M
BHCM
203
Brevan Howard Capital Management
Jersey
$3.23M
Mariner
204
Mariner
Kansas
$3.18M
VA
205
Vident Advisory
Georgia
$3.17M
X
206
Xponance
Pennsylvania
$3.15M
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$3.14M
IMPI
208
Ilmarinen Mutual Pension Insurance
Finland
$3.12M
SCM
209
Sirios Capital Management
Massachusetts
$3.08M
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$3.08M
ET
211
Entropy Technologies
New York
$3M
ECM
212
ExodusPoint Capital Management
New York
$2.93M
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$2.88M
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$2.86M
1832 Asset Management
215
1832 Asset Management
Ontario, Canada
$2.78M
HighTower Advisors
216
HighTower Advisors
Illinois
$2.76M
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$2.74M
SLAM
218
Swiss Life Asset Management
$2.72M
NAAA
219
New Age Alpha Advisors
New York
$2.7M
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$2.67M
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$2.67M
VI
222
Versor Investments
New York
$2.65M
TI
223
Tidal Investments
Wisconsin
$2.59M
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$2.58M
II
225
IFM Investors
Australia
$2.54M