DOCU icon

DocuSign

681 hedge funds and large institutions have $9.94B invested in DocuSign in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 217 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+25
Holders Change %
+3.81%
% of All Funds
9.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
106
Increased
217
Reduced
242
Closed
75
Calls
$383M
Puts
$308M
Net Calls
+$75.7M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
551
FNY Investment Advisers
New York
$21K +$21K +350 New
GM
552
GeoWealth Management
Illinois
$19.6K +$19.6K +316 New
NI
553
NCP Inc
California
$18.6K
SC
554
Swan Capital
Florida
$18.6K
TRCT
555
Tower Research Capital (TRC)
New York
$17.7K -$367K -5,903 -95%
CA
556
Continuum Advisory
Idaho
$17.3K +$964 +12 +6%
RA
557
Rise Advisors
New York
$17K -$13.8K -222 -45%
WWP
558
WR Wealth Planners
Missouri
$17K -$435 -7 -2%
HFS
559
Hantz Financial Services
Michigan
$17K -$623 -10 -4%
AWM
560
Activest Wealth Management
Florida
$16.7K
PP
561
Pacifica Partners
Canada
$16.5K +$7.45K +120 +83%
AAM
562
Advisors Asset Management
Colorado
$16.3K +$16.3K +262 New
CWM
563
CarsonAllaria Wealth Management
Illinois
$15.8K
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$15.6K +$15.6K +251 New
SAM
565
Smartleaf Asset Management
Massachusetts
$15.4K +$4.87K +79 +46%
GEA
566
Glen Eagle Advisors
New Jersey
$14.8K
PA
567
PSI Advisors
Florida
$14.8K
ATC
568
Adirondack Trust Company
New York
$14.6K
CFO
569
CVA Family Office
Colorado
$14.6K
GBT
570
Grove Bank & Trust
Florida
$14.4K
TCM
571
Tradewinds Capital Management
Washington
$14K +$4.66K +75 +50%
SIS
572
Strategic Investment Solutions
Illinois
$14K
LI
573
LRI Investments
Florida
$13.7K
QL
574
Quarry LP
New York
$13K -$48.4K -779 -79%
TPCW
575
TD Private Client Wealth
New York
$12.7K +$12.7K +204 New