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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
BBA
451
Baader Bank Aktiengesellschaft
Germany
$541K -$491K -6,153 -51%
WWM
452
Western Wealth Management
Colorado
$539K +$37.5K +470 +9%
CFG
453
Citizens Financial Group
Rhode Island
$539K +$10.6K +133 +2%
CG
454
Caprock Group
Idaho
$539K +$67.4K +844 +16%
LAM
455
Lingohr Asset Management
Germany
$538K +$468K +5,864 New
PCA
456
Pallas Capital Advisors
Massachusetts
$538K
AC
457
Allstate Corporation
Illinois
$531K +$471K +5,903 New
AFG
458
Atomi Financial Group
New York
$527K +$98.6K +1,235 +27%
CSS
459
Cubist Systematic Strategies
Connecticut
$522K -$13.8M -173,412 -97%
FTWA
460
Fifth Third Wealth Advisors
Ohio
$519K +$461K +5,775 New
BMCM
461
Burns Matteson Capital Management
New York
$517K +$459K +5,744 New
BA
462
Bristlecone Advisors
Washington
$505K +$4.71K +59 +1%
O
463
Ossiam
France
$504K +$109K +1,371 +32%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$504K -$8.78K -110 -2%
CM
465
CastleKnight Management
New York
$486K -$1.41M -17,600 -77%
KWA
466
Kingswood Wealth Advisors
California
$484K +$429K +5,377 New
LG
467
Leuthold Group
Minnesota
$483K +$429K +5,369 New
CF
468
Centaurus Financial
California
$480K -$8.62K -108 -2%
HIS
469
Horizon Investment Services
Indiana
$479K +$425K +5,323 New
PVM
470
Palogic Value Management
Texas
$479K +$5.51K +69 +1%
CCWM
471
Cassaday & Co Wealth Management
Virginia
$466K +$414K +5,183 New
WI
472
Wahed Invest
New York
$463K +$411K +5,145 New
LFA
473
Legacy Financial Advisors
Kentucky
$458K +$2.32K +29 +0.6%
FAM
474
Formidable Asset Management
Ohio
$457K -$124K -1,552 -23%
PJWM
475
Philip James Wealth Mangement
Georgia
$454K -$73.9K -925 -15%

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.