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DocuSign

815 hedge funds and large institutions have $15.9B invested in DocuSign in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 263 increasing their positions, 233 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 87

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

57% more capital invested

Capital invested by funds: $10.1B → $15.9B (+$5.76B)

44% more call options, than puts

Call options by funds: $869M | Put options by funds: $606M

18% more funds holding

Funds holding: 690815 (+125)

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 233

6.8% more ownership

Funds ownership: 80.61%87.41% (+6.8%)

Holders
815
Holders Change
+125
Holders Change %
+18.12%
% of All Funds
10.73%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
221
Increased
263
Reduced
233
Closed
87
Calls
$869M
Puts
$606M
Net Calls
+$264M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$3.49M +$787K +9,859 +34%
CB
227
Commerce Bank
Missouri
$3.49M +$2.31M +28,935 +294%
GKWIM
228
Gerber Kawasaki Wealth & Investment Management
California
$3.46M -$120K -1,498 -4%
TI
229
Tidal Investments
Wisconsin
$3.4M -$575K -7,195 -16%
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
$3.39M -$261K -3,270 -8%
DnB Asset Management
231
DnB Asset Management
Norway
$3.38M +$321K +4,020 +12%
FPW
232
Fairvoy Private Wealth
Alabama
$3.35M +$2.97M +37,197 New
EC
233
Estate Counselors
Wisconsin
$3.34M +$2.97M +37,145 New
PAM
234
Pinpoint Asset Management
Hong Kong
$3.32M +$2.95M +36,942 New
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.3M +$2.2M +27,525 +301%
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$3.23M
GIA
237
Gateway Investment Advisers
Ohio
$3.19M +$2.83M +35,488 New
II
238
IFM Investors
Australia
$3.1M -$244K -3,060 -8%
SCM
239
Sterling Capital Management
North Carolina
$3.1M +$2.45M +30,732 +828%
EWM
240
Executive Wealth Management
Michigan
$3.08M -$271K -3,398 -9%
URS
241
Utah Retirement Systems
Utah
$3.02M +$16K +200 +0.6%
EP
242
Edgestream Partners
New Jersey
$2.97M +$1.1M +13,816 +72%
Prudential Financial
243
Prudential Financial
New Jersey
$2.95M -$3.54M -44,320 -54%
ZIM
244
Zacks Investment Management
Illinois
$2.9M +$465K +5,824 +22%
KAM
245
Kazazian Asset Management
Florida
$2.89M +$2.57M +32,147 New
MWM
246
MFG Wealth Management
Indiana
$2.8M +$2.48M +31,077 New
VA
247
Vident Advisory
Georgia
$2.76M +$394K +4,931 +19%
ACM
248
Alight Capital Management
New York
$2.7M -$13.6M -170,000 -85%
FCM
249
Firsthand Capital Management
California
$2.7M
PAG
250
Private Advisor Group
New Jersey
$2.68M +$79.5K +995 +3%

DOCU Hedge Fund Activity: Q4 2024 in Review

815 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2024, worth a combined $15.9B — up 57% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new DOCU positions and 87 closed out — a net gain of 134 holders — while 263 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $874M. The largest seller was D.E. Shaw & Co, cutting an estimated $270M.

  • 815 institutional investors held DocuSign (DOCU) as of Q4 2024, up from 690 in Q3 2024.
  • Funds reported $15.9B of DocuSign stock for Q4 2024, up 57% quarter-over-quarter.
  • 221 funds opened new DocuSign positions in Q4 2024 and 87 closed out, a net change of +134 holders.
  • The largest DocuSign buyer in Q4 2024 was BlackRock, an estimated $874M added.
  • The largest DocuSign seller in Q4 2024 was D.E. Shaw & Co, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2024.