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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
First Trust Advisors
26
First Trust Advisors
Illinois
$119M +$25.5M +319,956 +32%
Legal & General Group
27
Legal & General Group
United Kingdom
$115M +$18.7M +234,462 +22%
AQR Capital Management
28
AQR Capital Management
Connecticut
$112M -$47.3M -592,863 -32%
Ameriprise
29
Ameriprise
Minnesota
$107M +$18.8M +235,145 +25%
UBS Group
30
UBS Group
Switzerland
$104M +$31.7M +397,194 +52%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103M -$25.5M -319,823 -22%
Goldman Sachs
32
Goldman Sachs
New York
$101M -$28.9M -361,530 -24%
Holocene Advisors
33
Holocene Advisors
New York
$95.6M +$84.9M +1,062,663 New
Bank of America
34
Bank of America
North Carolina
$81.9M -$1.91M -23,865 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$78.1M -$10.6M -132,166 -13%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$75.7M +$5.13M +64,228 +8%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$74.1M +$17.1M +214,298 +35%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$74M +$12.5M +156,841 +24%
JAM
39
Jupiter Asset Management
United Kingdom
$70M -$74.1M -927,719 -54%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$69.1M -$42.2M -528,340 -41%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$68.6M -$80.1M -1,003,152 -57%
GT
42
Glenmede Trust
Pennsylvania
$68.4M -$2.65M -33,134 -4%
CCMG
43
Clark Capital Management Group
Pennsylvania
$61M +$18.7M +233,911 +53%
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$58.3M +$32.8M +411,320 +174%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$56.4M -$62.1M -777,272 -55%
Barclays
46
Barclays
United Kingdom
$56M +$26.4M +330,861 +113%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$54.7M +$26.4M +330,136 +119%
PAM
48
Panagora Asset Management
Massachusetts
$54.5M -$17M -213,211 -26%
Primecap Management
49
Primecap Management
California
$51.7M +$6.92M +86,690 +18%
Swiss National Bank
50
Swiss National Bank
Switzerland
$51.6M -$2.77M -34,700 -6%

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.