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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 %
BRWA
551
B. Riley Wealth Advisors
Florida
$247K -$67.6K -752 -22%
JG
552
Jain Global
New York
$246K +$246K +2,732 New
OIA
553
OneDigital Investment Advisors
Kansas
$238K +$238K +2,646 New
MC
554
Moors & Cabot
Massachusetts
$237K +$237K +2,630 New
WIA
555
World Investment Advisors
California
$236K +$236K +2,629 New
FMLI
556
Fukoku Mutual Life Insurance
Japan
$234K +$234K +2,604 New
VWM
557
Venturi Wealth Management
Texas
$232K -$372K -4,139 -62%
Mirae Asset Global Investments
558
Mirae Asset Global Investments
South Korea
$232K -$88.6K -957 -28%
SFI
559
SPC Financial Inc
Maryland
$232K +$232K +2,575 New
WA
560
Waverly Advisors
Alabama
$231K -$251K -2,793 -52%
QC
561
Quantessence Capital
New York
$231K +$231K +2,568 New
MWP
562
Meredith Wealth Planning
Illinois
$231K +$231K +2,565 New
RTC
563
Real Talk Capital
Tennessee
$230K +$230K +2,557 New
HAG
564
HighPoint Advisor Group
Illinois
$229K +$229K +2,605 New
TCG
565
Transcendent Capital Group
Oklahoma
$226K -$33.8K -376 -13%
KWM
566
Kingsview Wealth Management
Oregon
$226K +$226K +2,514 New
CH
567
Canton Hathaway
Rhode Island
$225K -$1.5M -16,705 -87%
IWA
568
IVC Wealth Advisors
Pennsylvania
$225K +$225K +2,497 New
OCBCO
569
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K -$249K -2,766 -53%
SWP
570
Stratos Wealth Partners
Ohio
$224K +$224K +2,493 New
RWM
571
Ritholtz Wealth Management
New York
$223K +$223K +2,477 New
GLA
572
Good Life Advisors
Pennsylvania
$223K +$223K +2,474 New
NL
573
NWAM LLC
Washington
$222K +$222K +2,467 New
MAWCM
574
Mine & Arao Wealth Creation & Management
California
$221K +$221K +2,457 New
TCM
575
Telos Capital Management
California
$221K +$221K +2,455 New