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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
CG
401
CFO4Life Group
Texas
$778K +$691K +8,648 New
FFM
402
Forum Financial Management
Illinois
$773K +$687K +8,600 New
BCM
403
Beck Capital Management
Texas
$769K +$5.11K +64 +0.8%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$767K +$35.6K +446 +6%
JCIA
405
Jackson Creek Investment Advisors
Colorado
$766K -$147K -1,836 -18%
UWS
406
Unique Wealth Strategies
Illinois
$764K -$41K -513 -6%
PS
407
Principal Securities
Iowa
$756K +$231K +2,890 +52%
PWA
408
Prairie Wealth Advisors
Nebraska
$755K -$49.5K -620 -7%
FP
409
Foundry Partners
Minnesota
$752K -$42.6K -533 -6%
BJL
410
Brighton Jones LLC
Washington
$752K -$137K -1,712 -17%
JWCA
411
J.W. Cole Advisors
Florida
$748K +$29.9K +375 +5%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$748K +$81.4K +1,020 +14%
PIM
413
Plato Investment Management
Australia
$747K -$1.24M -15,518 -65%
HH
414
Hilltop Holdings
Texas
$737K +$108K +1,357 +20%
GC
415
Garde Capital
Washington
$732K -$20K -250 -3%
AIA
416
Affinity Investment Advisors
California
$723K -$165K -2,071 -20%
ECM
417
Everence Capital Management
Indiana
$720K +$640K +8,010 New
FAIM
418
Financial Advocates Investment Management
Washington
$717K -$45.4K -569 -7%
RB
419
Rodgers Brothers
Pennsylvania
$705K
IWC
420
Integrated Wealth Concepts
Massachusetts
$702K +$227K +2,841 +57%
FF
421
Fluent Financial
Texas
$694K +$616K +7,711 New
Jane Street
422
Jane Street
New York
$692K -$9.65M -120,881 -94%
SCM
423
Shelton Capital Management
Colorado
$682K +$606K +7,588 New
PWM
424
Prosperity Wealth Management
California
$682K +$23.6K +295 +4%
IGAM
425
iA Global Asset Management
Quebec, Canada
$679K -$144K -1,803 -19%

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.