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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 %
RCAG
401
Rehmann Capital Advisory Group
Michigan
$767K +$40.1K +446 +6%
JCIA
402
Jackson Creek Investment Advisors
Colorado
$766K -$165K -1,836 -18%
PS
403
Principal Securities
Iowa
$756K +$260K +2,890 +52%
PWA
404
Prairie Wealth Advisors
Nebraska
$755K -$55.8K -620 -7%
FP
405
Foundry Partners
Minnesota
$752K -$47.9K -533 -6%
BJL
406
Brighton Jones LLC
Washington
$752K -$154K -1,712 -17%
JWCA
407
J.W. Cole Advisors
Florida
$748K +$33.7K +375 +5%
CIBC Asset Management
408
CIBC Asset Management
Ontario, Canada
$748K +$91.7K +1,020 +14%
PIM
409
Plato Investment Management
Australia
$747K -$1.4M -15,518 -65%
HH
410
Hilltop Holdings
Texas
$737K +$122K +1,357 +20%
GC
411
Garde Capital
Washington
$732K -$22.5K -250 -3%
AIA
412
Affinity Investment Advisors
California
$723K -$186K -2,071 -20%
ECM
413
Everence Capital Management
Indiana
$720K +$720K +8,010 New
FAIM
414
Financial Advocates Investment Management
Washington
$717K -$51.2K -569 -7%
RB
415
Rodgers Brothers
Pennsylvania
$705K
IWC
416
Integrated Wealth Concepts
Massachusetts
$702K +$256K +2,841 +57%
FF
417
Fluent Financial
Texas
$694K +$694K +7,711 New
Jane Street
418
Jane Street
New York
$692K -$10.9M -120,881 -94%
SCM
419
Shelton Capital Management
Colorado
$682K +$682K +7,588 New
PWM
420
Prosperity Wealth Management
California
$682K +$26.5K +295 +4%
IGAM
421
iA Global Asset Management
Quebec, Canada
$679K -$162K -1,803 -19%
GC
422
Gilbert & Cook
Iowa
$671K -$3.33K -37 -0.5%
JF
423
Jump Financial
Illinois
$669K +$669K +7,434 New
SWM
424
SeaCrest Wealth Management
New York
$668K -$262K -2,909 -28%
Truist Financial
425
Truist Financial
North Carolina
$658K +$241K +2,680 +58%