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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
GC
426
Gilbert & Cook
Iowa
$671K -$2.95K -37 -0.5%
JF
427
Jump Financial
Illinois
$669K +$594K +7,434 New
SWM
428
SeaCrest Wealth Management
New York
$668K -$232K -2,909 -28%
Truist Financial
429
Truist Financial
North Carolina
$658K +$214K +2,680 +58%
DIM
430
DC Investments Management
Virginia
$655K
TMAM
431
Tokio Marine Asset Management
Japan
$654K +$15.2K +190 +3%
PMAM
432
Picton Mahoney Asset Management
Ontario, Canada
$650K +$66.2K +829 +13%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$648K -$160K -2,009 -22%
PP
434
Prudential plc
United Kingdom
$637K -$193K -2,411 -25%
SPC
435
Sigma Planning Corp
Michigan
$628K +$182K +2,275 +48%
IFG
436
Independent Financial Group
California
$616K -$85.8K -1,075 -14%
EFS
437
Essex Financial Services
Connecticut
$609K +$7.51K +94 +1%
NA
438
NewEdge Advisors
Louisiana
$607K +$37.5K +469 +7%
CFM
439
Comprehensive Financial Management
California
$593K
IP
440
Intellectus Partners
California
$592K -$112K -1,400 -18%
PNC Financial Services Group
441
PNC Financial Services Group
Pennsylvania
$587K -$144K -1,809 -22%
WANY
442
Wealthspire Advisors (New York)
New York
$581K +$31.5K +394 +6%
AAMU
443
APG Asset Management US
New York
$575K +$510K +6,389 New
AP
444
Americana Partners
Texas
$570K
CBUSF
445
Construction & Building Unions Superannuation Fund
Australia
$558K +$495K +6,200 New
PP
446
Patten & Patten
Tennessee
$549K -$71.9K -900 -13%
CL
447
Choreo LLC
Illinois
$547K +$63.2K +791 +15%
SCA
448
Snowden Capital Advisors
New York
$546K +$485K +6,073 New
BSI
449
Bennett Selby Investments
Maine
$546K
EL
450
Essex LLC
Illinois
$546K -$49.5K -620 -9%

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.