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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 %
VT
576
Vise Technologies
New York
$221K +$221K +2,455 New
WAM
577
Weatherly Asset Management
California
$221K +$221K +2,453 New
SIG
578
Stonegate Investment Group
Alabama
$216K +$216K +2,404 New
GL
579
Gerber LLC
Ohio
$216K +$216K +2,400 New
EH
580
Equitable Holdings
New York
$215K +$215K +2,389 New
HI
581
Hudock Inc
Pennsylvania
$212K +$212K +2,361 New
AWM
582
Apollon Wealth Management
South Carolina
$210K -$83.3K -926 -28%
FNBT
583
FineMark National Bank & Trust
Florida
$210K +$210K +2,332 New
SAI
584
Savvy Advisors Inc
New York
$210K +$210K +2,330 New
KA
585
Kovack Advisors
Florida
$207K +$207K +2,303 New
GSIAS
586
Garden State Investment Advisory Services
New Jersey
$206K +$206K +2,286 New
GRP
587
Global Retirement Partners
California
$203K +$108K +1,198 +114%
SAM
588
Smartleaf Asset Management
Massachusetts
$202K +$179K +1,954 +782%
RFN
589
Redwood Financial Network
Ohio
$202K +$202K +2,242 New
VCP
590
Verus Capital Partners
Arizona
$201K +$201K +2,237 New
SOS
591
Silver Oak Securities
Tennessee
$196K +$196K +2,133 New
GTAM
592
Global Trust Asset Management
Florida
$195K -$17.6K -196 -8%
CA
593
CoreCap Advisors
Michigan
$184K +$97.7K +1,086 +113%
VCM
594
Versant Capital Management
Arizona
$183K +$7.29K +81 +4%
CM
595
Caption Management
Oklahoma
$180K +$180K +2,000 New
GWM
596
Geneos Wealth Management
Colorado
$168K -$144K -1,597 -46%
IWA
597
Icon Wealth Advisors
Texas
$157K +$157K +1,744 New
S
598
SignatureFD
Georgia
$152K +$16.5K +183 +12%
RFA
599
Reyes Financial Architecture
California
$148K +$148K +1,651 New
TSMHT
600
Thurston Springer Miller Herd & Titak
Indiana
$141K -$13.6K -151 -9%