DOCU icon

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 %
SFG
526
Sovereign Financial Group
Connecticut
$289K -$114K -1,268 -28%
KCP
527
Kera Capital Partners
California
$287K +$287K +3,191 New
FRA
528
Frank Rimerman Advisors
California
$285K +$285K +3,174 New
Mackenzie Financial
529
Mackenzie Financial
Ontario, Canada
$283K -$4.58M -50,884 -94%
CIAM
530
Caitong International Asset Management
Hong Kong
$281K +$281K +3,124 New
BP
531
Ballentine Partners
Massachusetts
$278K +$278K +3,088 New
UCFA
532
United Capital Financial Advisors
Texas
$276K -$26K -289 -9%
FIM
533
Freedom Investment Management
Connecticut
$273K -$18.6K -207 -6%
AP
534
Adero Partners
California
$272K +$272K +3,019 New
KJHP
535
K.J. Harrison & Partners
Ontario, Canada
$271K +$271K +3,000 New
VSQM
536
V-Square Quantitative Management
Illinois
$270K -$1.35K -15 -0.5%
MMPW
537
Mitchell McLeod Pugh & Williams
Alabama
$269K +$269K +2,991 New
CA
538
Claro Advisors
Massachusetts
$266K -$74.7K -831 -22%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$263K +$263K +2,929 New
OL
540
Optas LLC
Texas
$258K +$258K +2,869 New
CPL
541
CAP Partners LLC
Tennessee
$257K +$257K +2,862 New
MMA
542
Miracle Mile Advisors
California
$257K +$257K +2,861 New
FPGK
543
Financial Partners Group (Kansas)
Kansas
$257K -$56.8K -631 -18%
SMH
544
Sanders Morris Harris
Texas
$256K +$256K +2,850 New
VFA
545
Valeo Financial Advisors
Indiana
$255K +$255K +2,830 New
SCM
546
Stevens Capital Management
Pennsylvania
$253K +$253K +2,812 New
IA
547
IFP Advisors
Florida
$252K +$180K +1,997 +249%
MGP
548
Metis Global Partners
California
$250K -$74.3K -826 -23%
PA
549
Parallel Advisors
California
$249K +$17.3K +192 +7%
Bank Julius Baer & Co
550
Bank Julius Baer & Co
Switzerland
$249K +$18.9K +190 +8%