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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
CA
601
CoreCap Advisors
Michigan
$184K +$86.7K +1,086 +113%
VCM
602
Versant Capital Management
Arizona
$183K +$6.47K +81 +4%
CM
603
Caption Management
Oklahoma
$180K +$160K +2,000 New
GWM
604
Geneos Wealth Management
Colorado
$168K -$128K -1,597 -46%
IWA
605
Icon Wealth Advisors
Texas
$157K +$139K +1,744 New
S
606
SignatureFD
Georgia
$152K +$14.6K +183 +12%
RFA
607
Reyes Financial Architecture
California
$148K +$132K +1,651 New
TSMHT
608
Thurston Springer Miller Herd & Titak
Indiana
$141K -$12.1K -151 -9%
QL
609
Quarry LP
New York
$136K +$104K +1,307 +622%
FFA
610
Farther Finance Advisors
California
$136K -$224K -2,805 -65%
LS
611
Livforsakringsbolaget Skandia
Sweden
$135K
HI
612
Horizon Investments
North Carolina
$125K +$4.87K +61 +5%
CI Investments Inc
613
CI Investments Inc
Ontario, Canada
$117K +$26.1K +327 +34%
CP
614
Castleview Partners
Texas
$111K -$12.5K -156 -11%
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$109K -$68.7K -860 -41%
CA
616
Clearstead Advisors
Ohio
$108K +$14.9K +186 +18%
HMS
617
Hanseatic Management Services
New Mexico
$102K +$90.2K +1,130 New
Fifth Third Bancorp
618
Fifth Third Bancorp
Ohio
$99.1K +$86.8K +1,087 +7,247%
TC
619
Truvestments Capital
Florida
$98.5K -$7.51K -94 -8%
FPF
620
First Pacific Financial
Washington
$98.2K
UBP
621
Union Bancaire Privee
Switzerland
$96.3K +$83.8K +1,050 New
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$95.4K +$84.7K +1,061 New
CAS
623
Coppell Advisory Solutions
Texas
$94.5K -$3.11K -39 -4%
EWA
624
EverSource Wealth Advisors
Alabama
$93.1K -$16.7K -209 -17%
AF
625
Allworth Financial
California
$89.7K +$18.7K +234 +31%

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.