We are live on ! Find out more
DOCS icon

Doximity

434 hedge funds and large institutions have $6.18B invested in Doximity in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 156 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 34

37% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 114

23% more capital invested

Capital invested by funds: $5.02B → $6.18B (+$1.17B)

23% more funds holding

Funds holding: 354434 (+80)

20% more call options, than puts

Call options by funds: $125M | Put options by funds: $104M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.62% less ownership

Funds ownership: 91.99%90.37% (-1.6%)

Holders
434
Holders Change
+80
Holders Change %
+22.6%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
118
Increased
156
Reduced
114
Closed
34
Calls
$125M
Puts
$104M
Net Calls
+$20.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Claret Asset Management
Quebec, Canada
$353K +$2.45K +50 +0.8%
CB
277
Commerce Bank
Missouri
$351K -$31.6K -645 -9%
SP
278
Sherman Porfolios
Idaho
$341K +$313K +6,393 New
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$331K -$91.6K -1,870 -23%
LGA
280
Lebenthal Global Advisors
New York
$330K +$303K +6,180 New
BRWA
281
B. Riley Wealth Advisors
Florida
$326K +$299K +6,106 New
ProShare Advisors
282
ProShare Advisors
Maryland
$320K -$4.6K -94 -2%
SOS
283
Silver Oak Securities
Tennessee
$314K +$288K +5,880 New
CAG
284
Csenge Advisory Group
Florida
$310K +$284K +5,803 New
Truist Financial
285
Truist Financial
North Carolina
$307K +$282K +5,754 New
VWM
286
Venturi Wealth Management
Texas
$307K +$280K +5,718 +20,421%
WMA
287
West Michigan Advisors
Michigan
$306K +$281K +5,740 New
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$301K +$276K +5,632 New
WPC
289
Wedmont Private Capital
Pennsylvania
$298K +$280K +5,726 New
FCG
290
Fielder Capital Group
Tennessee
$293K +$11.5K +235 +4%
LCM
291
Legato Capital Management
California
$292K -$60.2K -1,229 -18%
PWM
292
Prosperity Wealth Management
California
$284K -$193K -3,935 -43%
SFA
293
Sequoia Financial Advisors
Ohio
$282K +$259K +5,289 New
JIC
294
Joel Isaacson & Co
New York
$267K +$245K +5,000 New
OL
295
one8zero8 LLC
North Carolina
$267K +$245K +5,000 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$259K +$52.1K +1,064 +28%
SCM
297
Shelton Capital Management
Colorado
$258K
TSS
298
Two Sigma Securities
New York
$258K -$227K -4,631 -49%
CL
299
Choreo LLC
Illinois
$256K +$234K +4,782 New
FTWA
300
Fifth Third Wealth Advisors
Ohio
$252K -$7K -143 -3%