We are live on ! Find out more
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
FPGK
551
Financial Partners Group (Kansas)
Kansas
$257K -$50.4K -631 -18%
SMH
552
Sanders Morris Harris
Texas
$256K +$228K +2,850 New
VFA
553
Valeo Financial Advisors
Indiana
$255K +$226K +2,830 New
SCM
554
Stevens Capital Management
Pennsylvania
$253K +$225K +2,812 New
IA
555
IFP Advisors
Florida
$252K +$159K +1,997 +249%
MGP
556
Metis Global Partners
California
$250K -$66K -826 -23%
PA
557
Parallel Advisors
California
$249K +$15.3K +192 +7%
Bank Julius Baer & Co
558
Bank Julius Baer & Co
Switzerland
$249K +$15.2K +190 +8%
BRWA
559
B. Riley Wealth Advisors
Florida
$247K -$60K -752 -22%
JG
560
Jain Global
New York
$246K +$218K +2,732 New
OIA
561
OneDigital Investment Advisors
Kansas
$238K +$211K +2,646 New
MC
562
Moors & Cabot
Massachusetts
$237K +$210K +2,630 New
WIA
563
World Investment Advisors
California
$236K +$210K +2,629 New
FMLI
564
Fukoku Mutual Life Insurance
Japan
$234K +$208K +2,604 New
VWM
565
Venturi Wealth Management
Texas
$232K -$331K -4,139 -62%
Mirae Asset Global Investments
566
Mirae Asset Global Investments
South Korea
$232K -$76.4K -957 -28%
SFI
567
SPC Financial Inc
Maryland
$232K +$206K +2,575 New
WA
568
Waverly Advisors
Alabama
$231K -$223K -2,793 -52%
QC
569
Quantessence Capital
New York
$231K +$205K +2,568 New
MWP
570
Meredith Wealth Planning
Illinois
$231K +$205K +2,565 New
RTC
571
Real Talk Capital
Tennessee
$230K +$204K +2,557 New
HAG
572
HighPoint Advisor Group
Illinois
$229K +$208K +2,605 New
TCG
573
Transcendent Capital Group
Oklahoma
$226K -$30K -376 -13%
KWM
574
Kingsview Wealth Management
Oregon
$226K +$201K +2,514 New
CH
575
Canton Hathaway
Rhode Island
$225K -$1.33M -16,705 -87%

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.