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DOCU

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
QFA
376
Quattro Financial Advisors
Texas
$916K
AL
377
Aspiriant LLC
California
$909K -$35.7K -447 -4%
SA
378
Sanctuary Advisors
Indiana
$904K -$57.3K -717 -7%
SRFM
379
Shannon River Fund Management
New York
$899K +$799K +10,000 New
APG Asset Management
380
APG Asset Management
Netherlands
$890K +$81.9K +1,026 +11%
RP
381
Regal Partners
Australia
$886K +$787K +9,852 New
ProShare Advisors
382
ProShare Advisors
Maryland
$886K +$786K +9,849 New
DO
383
denkapparat Operations
Germany
$885K +$786K +9,842 New
SS
384
SBI Securities
Japan
$882K +$783K +9,802 New
SPIA
385
Steward Partners Investment Advisory
New York
$855K -$1.91M -23,963 -72%
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$854K +$519K +6,500 +217%
CM
387
Churchill Management
California
$846K +$751K +9,411 New
KCM
388
Kornitzer Capital Management
Kansas
$836K +$743K +9,300 New
QIM
389
Quantitative Investment Management
Virginia
$836K +$742K +9,297 New
WMA
390
Wealth Management Associates
New Jersey
$830K -$15.2K -190 -2%
CWM
391
CIBC World Markets
New York
$826K -$219K -2,744 -23%
RWB
392
RMR Wealth Builders
New Jersey
$819K
BG
393
Bollard Group
Massachusetts
$814K
PIA
394
Prakash Investment Advisors
Massachusetts
$809K +$719K +9,000 New
OAM
395
Oppenheimer Asset Management
New York
$807K +$282K +3,534 +65%
AWS
396
Atria Wealth Solutions
New York
$806K -$572K -7,168 -44%
AI
397
Atria Investments
North Carolina
$795K
II
398
Inspire Investing
Idaho
$785K -$474K -5,941 -41%
SCM
399
Sirios Capital Management
Massachusetts
$781K -$5.02M -62,889 -88%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$780K +$292K +3,652 +73%

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.