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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
IAA
476
Independent Advisor Alliance
North Carolina
$453K +$46.1K +577 +13%
OWP
477
Obermeyer Wealth Partners
Colorado
$450K
AWA
478
Aaron Wealth Advisors
Illinois
$444K +$48.4K +606 +14%
NAAA
479
New Age Alpha Advisors
New York
$442K +$392K +4,914 New
CAG
480
Csenge Advisory Group
Florida
$441K +$109K +1,360 +38%
MFAM
481
Motley Fool Asset Management
Virginia
$439K +$58.5K +733 +18%
RI
482
Ridgewood Investments
New Jersey
$438K -$121K -1,512 -24%
ALAM
483
Asahi Life Asset Management
Japan
$434K -$85.4K -1,070 -18%
AIM
484
Aigen Investment Management
New York
$432K +$384K +4,804 New
JSW
485
Journey Strategic Wealth
New Jersey
$432K +$71K +889 +23%
TC
486
TownSquare Capital
Utah
$421K -$33.8K -423 -8%
DG
487
DMC Group
Alabama
$420K +$8.7K +109 +2%
AM
488
AGF Management
Ontario, Canada
$418K +$371K +4,647 New
ACM
489
Aster Capital Management
United Arab Emirates
$417K +$371K +4,641 New
PP
490
Pingora Partners
Wyoming
$414K
IPW
491
Impact Partnership Wealth
Georgia
$413K +$17.8K +223 +5%
FHA
492
Flagship Harbor Advisors
Massachusetts
$413K -$6.39K -80 -2%
SOW
493
State of Wyoming
Wyoming
$411K +$234K +2,927 +179%
IAIM
494
International Assets Investment Management
Florida
$408K -$34.7M -434,397 -99%
GAM
495
Griffin Asset Management
New York
$400K
SCM
496
Silvant Capital Management
Georgia
$391K -$1.04K -13 -0.3%
MG
497
Marex Group
$382K -$239K -2,991 -41%
SFG
498
Synergy Financial Group
California
$381K +$11.2K +140 +3%
DCM
499
DGS Capital Management
New Jersey
$377K +$335K +4,192 New
AWM
500
Ariadne Wealth Management
California
$374K +$15.5K +194 +5%

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.