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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
OFG
301
Oxford Financial Group
Indiana
$1.64M +$1.46M +18,228 New
Corient Private Wealth
302
Corient Private Wealth
Florida
$1.63M -$424K -5,308 -17%
SRC
303
Sage Rhino Capital
California
$1.63M -$1.42M -17,811 -50%
OAM
304
Ostrum Asset Management
France
$1.61M +$911K +11,403 +175%
RCA
305
Resonant Capital Advisors
Wisconsin
$1.58M +$6.07K +76 +0.4%
LBWM
306
Left Brain Wealth Management
Illinois
$1.58M +$696K +8,720 +99%
WTA
307
Washington Trust Advisors
Massachusetts
$1.57M -$69.5K -870 -5%
MA
308
MONECO Advisors
Connecticut
$1.56M +$1.38M +17,320 New
TAF
309
Tredje AP-fonden
Sweden
$1.56M -$1.38M -17,317 -50%
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$209K +2,612 +18%
WAM
311
WT Asset Management
Hong Kong
$1.53M +$1.36M +17,043 New
MYAM
312
Meiji Yasuda Asset Management
Japan
$1.52M +$529K +6,631 +65%
VIS
313
Vega Investment Solutions
France
$1.5M +$1.34M +16,733 New
MML Investors Services
314
MML Investors Services
Massachusetts
$1.5M +$373K +4,677 +39%
AAS
315
Avantax Advisory Services
Texas
$1.5M +$29.4K +368 +2%
YDMI
316
Y.D. More Investments
Israel
$1.5M -$39.9K -500 -3%
VF
317
Virtu Financial
New York
$1.49M +$1.33M +16,608 New
VEA
318
Virtus ETF Advisers
New York
$1.49M +$1.32M +16,540 New
EAM
319
Eventide Asset Management
Massachusetts
$1.48M +$1.31M +16,452 New
XT
320
XTX Topco
Cayman Islands
$1.47M +$697K +8,729 +115%
KAS
321
Kestra Advisory Services
Texas
$1.47M -$187K -2,348 -13%
RL
322
Retireful LLC
Michigan
$1.46M +$1.3M +16,224 New
HBCM
323
Heron Bay Capital Management
Michigan
$1.46M -$80 -1 -0%
VIA
324
Virtus Investment Advisers
Connecticut
$1.43M -$419K -5,245 -25%
GIBU
325
Gulf International Bank (UK)
United Kingdom
$1.42M -$10.2K -128 -0.8%

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.