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DocuSign

805 hedge funds and large institutions have $15.8B invested in DocuSign in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 260 increasing their positions, 227 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+124
Holders Change %
+18.21%
% of All Funds
10.72%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
220
Increased
260
Reduced
227
Closed
87
Calls
$869M
Puts
$606M
Net Calls
+$264M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
326
Redwood Investment Management
Arizona
$1.42M +$1.42M +15,786 New
SAM
327
Securian Asset Management
Minnesota
$1.38M +$1.38M +15,344 New
MYLI
328
Meiji Yasuda Life Insurance
Japan
$1.36M +$836K +9,300 +158%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$1.35M +$3.42K +38 +0.3%
P
330
&Partners
Tennessee
$1.33M +$386K +4,274 +41%
MWM
331
Moran Wealth Management
Florida
$1.33M +$193K +2,146 +17%
GM
332
GeoWealth Management
Illinois
$1.32M +$1.29M +14,333 +4,536%
VI
333
Vestcor Inc
New Brunswick, Canada
$1.31M +$896K +9,959 +216%
Vontobel Holding
334
Vontobel Holding
Switzerland
$1.27M -$4.79M -53,268 -79%
AFAS
335
Acorn Financial Advisory Services
Virginia
$1.26M -$66K -734 -5%
IAS
336
IMA Advisory Services
Colorado
$1.25M -$30K -334 -2%
Janus Henderson Group
337
Janus Henderson Group
United Kingdom
$1.23M +$142K +1,581 +13%
SO
338
STRS Ohio
Ohio
$1.22M -$389K -4,327 -24%
LTAS
339
Linden Thomas Advisory Services
North Carolina
$1.22M +$13.4K +149 +1%
PA
340
Profund Advisors
Maryland
$1.21M +$451K +5,016 +59%
Baird Financial Group
341
Baird Financial Group
Wisconsin
$1.21M -$106K -1,177 -8%
AIM
342
Aspen Investment Management
Michigan
$1.2M +$867K +9,640 +258%
USAA
343
United Services Automobile Association
Texas
$1.19M +$1.19M +13,264 New
DC
344
Davenport & Co
Virginia
$1.15M +$123K +1,363 +12%
TAM
345
Titleist Asset Management
Texas
$1.15M -$57K -634 -5%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$1.7M -18,853 -60%
OC
347
Oppenheimer & Co
New York
$1.13M -$1.04M -11,555 -48%
SWA
348
Stratos Wealth Advisors
Ohio
$1.12M +$1.12M +12,406 New
LAM
349
Lifestyle Asset Management
Texas
$1.09M +$1.09M +12,172 New
CCA
350
Carrera Capital Advisors
Michigan
$1.09M +$129K +1,434 +13%