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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
IWA
576
IVC Wealth Advisors
Pennsylvania
$225K +$199K +2,497 New
OCBCO
577
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K -$221K -2,766 -53%
SWP
578
Stratos Wealth Partners
Ohio
$224K +$199K +2,493 New
RWM
579
Ritholtz Wealth Management
New York
$223K +$198K +2,477 New
GLA
580
Good Life Advisors
Pennsylvania
$223K +$198K +2,474 New
NL
581
NWAM LLC
Washington
$222K +$197K +2,467 New
MAWCM
582
Mine & Arao Wealth Creation & Management
California
$221K +$196K +2,457 New
TCM
583
Telos Capital Management
California
$221K +$196K +2,455 New
VT
584
Vise Technologies
New York
$221K +$196K +2,455 New
WAM
585
Weatherly Asset Management
California
$221K +$196K +2,453 New
SIG
586
Stonegate Investment Group
Alabama
$216K +$192K +2,404 New
GL
587
Gerber LLC
Ohio
$216K +$192K +2,400 New
EH
588
Equitable Holdings
New York
$215K +$191K +2,389 New
HI
589
Hudock Inc
Pennsylvania
$212K +$189K +2,361 New
AWM
590
Apollon Wealth Management
South Carolina
$210K -$73.9K -926 -28%
FNBT
591
FineMark National Bank & Trust
Florida
$210K +$186K +2,332 New
SAI
592
Savvy Advisors Inc
New York
$210K +$186K +2,330 New
KA
593
Kovack Advisors
Florida
$207K +$184K +2,303 New
GSIAS
594
Garden State Investment Advisory Services
New Jersey
$206K +$183K +2,286 New
GRP
595
Global Retirement Partners
California
$203K +$95.7K +1,198 +114%
SAM
596
Smartleaf Asset Management
Massachusetts
$202K +$156K +1,954 +782%
RFN
597
Redwood Financial Network
Ohio
$202K +$179K +2,242 New
VCP
598
Verus Capital Partners
Arizona
$201K +$179K +2,236 New
SOS
599
Silver Oak Securities
Tennessee
$196K +$170K +2,133 New
GTAM
600
Global Trust Asset Management
Florida
$195K -$15.7K -196 -8%

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.