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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: 5 → 9 (+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: 690 → 815 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$874M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
3
State Street
State Street
Massachusetts
+$224M
4
Invesco
Invesco
Georgia
+$204M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$115M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$270M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$257M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
4
Fidelity International
Fidelity International
Bermuda
-$145M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
276
Westwood Holdings Group
Texas
$2.06M +$1.83M +22,905 New
SGA
277
Strategic Global Advisors
California
$2.03M +$98.5K +1,233 +6%
DWM
278
Dakota Wealth Management
Florida
$2.01M +$24.5K +307 +1%
MCCP
279
Mission Creek Capital Partners
California
$1.99M +$19.5K +244 +1%
FCH
280
Freestone Capital Holdings
Washington
$1.99M +$486K +6,085 +38%
NYLIM
281
New York Life Investment Management
New York
$1.98M -$143K -1,794 -8%
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$1.95M +$915K +11,455 +112%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$1.92M – – –
HWM
284
Hohimer Wealth Management
Washington
$1.91M +$24.1K +302 +1%
AAS
285
Ameritas Advisory Services
Nebraska
$1.89M +$40.9K +512 +2%
MPPW
286
Mitchell & Pahl Private Wealth
Oklahoma
$1.88M +$27.5K +345 +2%
EMPI
287
Elo Mutual Pension Insurance
Finland
$1.87M +$213K +2,672 +15%
PFU
288
Parus Finance (UK)
United Kingdom
$1.86M +$1.65M +20,700 New
BAMF
289
BI Asset Management Fondsmaeglerselskab
Denmark
$1.86M +$51.1K +640 +3%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$1.84M +$479K +6,001 +41%
VPIM
291
Vanguard Personalized Indexing Management
California
$1.81M +$660K +8,265 +70%
HFM
292
Harvest Fund Management
China
$1.79M +$1.21M +15,149 +308%
BPC
293
Bryce Point Capital
New York
$1.79M +$1.59M +19,926 New
Creative Planning
294
Creative Planning
Kansas
$1.76M +$413K +5,170 +36%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$1.73M +$298K +3,737 +24%
TD Asset Management
296
TD Asset Management
Ontario, Canada
$1.73M +$209K +2,617 +16%
1C
297
111 Capital
France
$1.72M +$1.53M +19,130 New
MAM
298
Meeder Asset Management
Ohio
$1.69M +$123K +1,539 +9%
OHIS
299
Oak Harvest Investment Services
Texas
$1.69M +$620K +7,770 +71%
MFG
300
Merit Financial Group
Georgia
$1.67M +$268K +3,352 +22%
10 11
12
13 14

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.