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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
SWA
351
Stratos Wealth Advisors
Ohio
$1.12M +$991K +12,406 New
LAM
352
Lifestyle Asset Management
Texas
$1.09M +$972K +12,172 New
CCA
353
Carrera Capital Advisors
Michigan
$1.09M +$115K +1,434 +13%
OQS
354
Occudo Quantitative Strategies
Florida
$1.09M +$967K +12,113 New
BCI
355
Brinker Capital Investments
Pennsylvania
$1.07M +$953K +11,930 New
OPS
356
Orion Portfolio Solutions
Nebraska
$1.07M +$953K +11,930 New
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$1.06M -$161K -2,021 -15%
GC
358
Guggenheim Capital
Illinois
$1.06M +$347K +4,341 +58%
ADIM
359
Alpha DNA Investment Management
Maryland
$1.05M +$934K +11,698 New
WP
360
Woodline Partners
California
$1.04M -$719 -9 -0.1%
CAM
361
Cresset Asset Management
Illinois
$1.04M -$2.84M -35,573 -76%
TRCT
362
Tower Research Capital (TRC)
New York
$1.01M +$874K +10,949 +3,842%
MCM
363
MAI Capital Management
Ohio
$999K +$11.8K +148 +1%
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$995K +$146K +1,829 +20%
CGH
365
Crossmark Global Holdings
Texas
$989K -$774K -9,693 -47%
BF
366
BOK Financial
Oklahoma
$989K -$6.95K -87 -0.8%
GJCM
367
Grand Jean Capital Management
California
$985K +$874K +10,947 New
NW
368
NewEdge Wealth
Pennsylvania
$979K +$3.67K +46 +0.4%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$975K -$62.4K -782 -7%
M&T Bank
370
M&T Bank
New York
$975K +$11.4K +143 +1%
OTL
371
Oak Thistle LLC
New York
$954K +$847K +10,606 New
GAA
372
Green Alpha Advisors
Colorado
$953K -$126K -1,581 -13%
PAS
373
Park Avenue Securities
New York
$950K +$546K +6,832 +183%
TSS
374
Two Sigma Securities
New York
$938K -$2.46M -30,790 -75%
DT
375
Diversified Trust
Tennessee
$925K -$224K -2,799 -21%

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.