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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 %
PCA
451
Pallas Capital Advisors
Massachusetts
$538K
AC
452
Allstate Corporation
Illinois
$531K +$531K +5,903 New
AFG
453
Atomi Financial Group
New York
$527K +$111K +1,235 +27%
CSS
454
Cubist Systematic Strategies
Connecticut
$522K -$15.6M -173,412 -97%
FTWA
455
Fifth Third Wealth Advisors
Ohio
$519K +$519K +5,775 New
BMCM
456
Burns Matteson Capital Management
New York
$517K +$517K +5,744 New
BA
457
Bristlecone Advisors
Washington
$505K +$5.31K +59 +1%
O
458
Ossiam
France
$504K +$123K +1,371 +32%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$504K -$9.89K -110 -2%
CM
460
CastleKnight Management
New York
$486K -$1.58M -17,600 -77%
KWA
461
Kingswood Wealth Advisors
California
$484K +$484K +5,377 New
LG
462
Leuthold Group
Minnesota
$483K +$483K +5,369 New
CF
463
Centaurus Financial
California
$480K -$9.72K -108 -2%
HIS
464
Horizon Investment Services
Indiana
$479K +$479K +5,323 New
PVM
465
Palogic Value Management
Texas
$479K +$6.21K +69 +1%
CCWM
466
Cassaday & Co Wealth Management
Virginia
$466K +$466K +5,183 New
WI
467
Wahed Invest
New York
$463K +$463K +5,145 New
LFA
468
Legacy Financial Advisors
Kentucky
$458K +$2.61K +29 +0.6%
FAM
469
Formidable Asset Management
Ohio
$457K -$140K -1,552 -23%
PJWM
470
Philip James Wealth Mangement
Georgia
$454K -$83.2K -925 -15%
IAA
471
Independent Advisor Alliance
North Carolina
$453K +$51.9K +577 +13%
OWP
472
Obermeyer Wealth Partners
Colorado
$450K
AWA
473
Aaron Wealth Advisors
Illinois
$444K +$54.5K +606 +14%
NAAA
474
New Age Alpha Advisors
New York
$442K +$442K +4,914 New
CAG
475
Csenge Advisory Group
Florida
$441K +$122K +1,360 +38%