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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
OF
526
Optimize Financial
California
$300K +$266K +3,335 New
Envestnet Portfolio Solutions
527
Envestnet Portfolio Solutions
Illinois
$300K +$266K +3,334 New
SS
528
Sunbelt Securities
Texas
$298K
KIA
529
Knollwood Investment Advisory
Maryland
$297K
PL
530
Perpetual Ltd
Australia
$297K +$263K +3,298 New
PA
531
Pinnacle Associates
New York
$293K -$344K -4,309 -57%
TLCM
532
Twin Lakes Capital Management
California
$291K
PI
533
PFG Investments
New York
$290K -$300K -3,752 -54%
SFG
534
Sovereign Financial Group
Connecticut
$289K -$101K -1,268 -28%
KCP
535
Kera Capital Partners
California
$287K +$255K +3,191 New
FRA
536
Frank Rimerman Advisors
California
$285K +$253K +3,174 New
Mackenzie Financial
537
Mackenzie Financial
Ontario, Canada
$283K -$4.06M -50,884 -94%
CIAM
538
Caitong International Asset Management
Hong Kong
$281K +$249K +3,124 New
BP
539
Ballentine Partners
Massachusetts
$278K +$247K +3,088 New
UCFA
540
United Capital Financial Advisors
Texas
$276K -$23.1K -289 -9%
FIM
541
Freedom Investment Management
Connecticut
$273K -$16.5K -207 -6%
AP
542
Adero Partners
California
$272K +$241K +3,019 New
KJHP
543
K.J. Harrison & Partners
Ontario, Canada
$271K +$240K +3,000 New
VSQM
544
V-Square Quantitative Management
Illinois
$270K -$1.2K -15 -0.5%
MMPW
545
Mitchell McLeod Pugh & Williams
Alabama
$269K +$239K +2,991 New
CA
546
Claro Advisors
Massachusetts
$266K -$66.4K -831 -22%
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$263K +$234K +2,929 New
OL
548
Optas LLC
Texas
$258K +$229K +2,869 New
CPL
549
CAP Partners LLC
Tennessee
$257K +$229K +2,862 New
MMA
550
Miracle Mile Advisors
California
$257K +$228K +2,861 New

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.