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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
FP
626
Financial Perspectives
Minnesota
$88.2K
WTC
627
WhitTier Trust Company
Nevada
$83.8K +$3.11K +39 +4%
UB
628
UMB Bank
Missouri
$83.6K +$70K +877 +1,655%
CSB
629
City State Bank
Iowa
$80.9K
HNB
630
Huntington National Bank
Ohio
$75.8K +$1.12K +14 +2%
CMBA
631
C.M. Bidwell & Associates
Hawaii
$75.5K -$32.7K -410 -33%
AAP
632
Arax Advisory Partners
Colorado
$74.2K -$284K -3,556 -81%
WSFS
633
Wilmington Savings Fund Society
Delaware
$73.7K
HI
634
Harbour Investments
Wisconsin
$73K -$2.08K -26 -3%
GI
635
GAMMA Investing
California
$72.2K +$48.5K +608 +312%
RS
636
Rakuten Securities
Japan
$71.7K +$11K +138 +21%
QCG
637
Quadrant Capital Group
Ohio
$70.2K +$55.6K +696 +829%
PFG
638
Putney Financial Group
California
$64.9K +$57.7K +722 New
WT
639
Whittier Trust
California
$64.3K
VFA
640
Virtus Fund Advisers
Connecticut
$64K +$1.92K +24 +3%
BTI
641
Blue Trust Inc
Georgia
$63K -$62.7K -785 -53%
FF
642
Friedenthal Financial
New Jersey
$54.4K +$48.3K +605 New
OIA
643
Optimum Investment Advisors
Illinois
$54K +$31.9K +400 +200%
CAL
644
Capital Advisors Ltd
Ohio
$51K
BIG
645
Brooklyn Investment Group
New York
$50.5K +$2.79K +35 +7%
TWC
646
TD Waterhouse Canada
Ontario, Canada
$50.1K +$11.4K +143 +35%
LC
647
Lindbrook Capital
California
$48.9K +$878 +11 +2%
AWM
648
Avior Wealth Management
Nebraska
$48.7K +$11.6K +145 +37%
WWM
649
Wolff Wiese Magana
California
$48.2K -$7.03K -88 -14%
PTC
650
Private Trust Company
Ohio
$46.3K

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.