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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
CI
651
CAZ Investments
Texas
$45K -$200K -2,500 -83%
IUHSA
652
Itau Unibanco Holding S.A.
Brazil
$44.8K +$4.39K +55 +12%
WA
653
WPG Advisers
Maryland
$43.5K +$38.6K +484 New
AW
654
Avion Wealth
Texas
$43K +$29.4K +368 +309%
Bessemer Group
655
Bessemer Group
New Jersey
$42K +$31.3K +392 +490%
CPG
656
Cornerstone Planning Group
New Jersey
$39.5K -$479 -6 -1%
ME
657
McIlrath & Eck
Washington
$38.9K +$28.5K +357 +476%
BTC
658
Bank & Trust Company
Illinois
$38.1K
WTFG
659
Wood Tarver Financial Group
Idaho
$37K +$33.7K +422 New
NSIM
660
North Star Investment Management
Illinois
$36.5K
CC
661
Centiva Capital
New York
$36K -$2.2M -27,586 -99%
MA
662
Modus Advisors
Minnesota
$36K +$31.9K +400 New
FHA
663
First Horizon Advisors
Tennessee
$35.7K +$16.1K +201 +103%
AA
664
Ancora Advisors
Ohio
$34.6K
ZRP
665
Zynergy Retirement Planning
New Jersey
$34.6K
Q1WB
666
Quest 10 Wealth Builders
Virginia
$33.5K +$29.8K +373 New
VHAM
667
Van Hulzen Asset Management
California
$32.8K +$29.1K +365 New
TFIPS
668
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.6K +$19.2K +240 +240%
KIM
669
Kestra Investment Management
Texas
$29.6K +$26.3K +329 New
AAM
670
Advisors Asset Management
Colorado
$29.1K +$4.95K +62 +24%
SC
671
Swan Capital
Florida
$27K
TCM
672
Tradewinds Capital Management
Washington
$24.7K +$3.99K +50 +22%
PP
673
Pacifica Partners
Canada
$24K
CIM
674
Contravisory Investment Management
Massachusetts
$23.7K +$21K +263 New
LFA
675
LGT Financial Advisors
Texas
$23.3K +$20.7K +259 New

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.