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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 %
QL
601
Quarry LP
New York
$136K +$118K +1,307 +622%
FFA
602
Farther Finance Advisors
California
$136K -$252K -2,805 -65%
LS
603
Livforsakringsbolaget Skandia
Sweden
$135K
HI
604
Horizon Investments
North Carolina
$125K +$5.49K +61 +5%
CI Investments Inc
605
CI Investments Inc
Ontario, Canada
$117K +$29.4K +327 +34%
CP
606
Castleview Partners
Texas
$111K -$14.1K -156 -11%
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$109K -$77K -860 -41%
CA
608
Clearstead Advisors
Ohio
$108K +$16.7K +186 +18%
HMS
609
Hanseatic Management Services
New Mexico
$102K +$102K +1,130 New
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$99.1K +$97.8K +1,087 +7,247%
TC
611
Truvestments Capital
Florida
$98.5K -$8.45K -94 -8%
FPF
612
First Pacific Financial
Washington
$98.2K
UBP
613
Union Bancaire Privee
Switzerland
$96.3K +$96.3K +1,050 New
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$95.4K +$95.4K +1,061 New
CAS
615
Coppell Advisory Solutions
Texas
$94.5K -$3.58K -39 -4%
EWA
616
EverSource Wealth Advisors
Alabama
$93.1K -$18.8K -209 -17%
AF
617
Allworth Financial
California
$89.7K +$21.5K +234 +31%
FP
618
Financial Perspectives
Minnesota
$88.2K
WTC
619
WhitTier Trust Company
Nevada
$83.8K +$3.51K +39 +4%
UB
620
UMB Bank
Missouri
$83.6K +$78.9K +877 +1,655%
CSB
621
City State Bank
Iowa
$80.9K
HNB
622
Huntington National Bank
Ohio
$75.8K +$1.26K +14 +2%
CMBA
623
C.M. Bidwell & Associates
Hawaii
$75.6K -$36.9K -410 -33%
AAP
624
Arax Advisory Partners
Colorado
$74.2K -$320K -3,556 -81%
WSFS
625
Wilmington Savings Fund Society
Delaware
$73.7K