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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 %
WTFG
651
Wood Tarver Financial Group
Idaho
$37K +$37K +422 New
NSIM
652
North Star Investment Management
Illinois
$36.5K
CC
653
Centiva Capital
New York
$36K -$2.48M -27,586 -99%
MA
654
Modus Advisors
Minnesota
$36K +$36K +400 New
FHA
655
First Horizon Advisors
Tennessee
$35.7K +$18.1K +201 +103%
AA
656
Ancora Advisors
Ohio
$34.6K
ZRP
657
Zynergy Retirement Planning
New Jersey
$34.6K
Q1WB
658
Quest 10 Wealth Builders
Virginia
$33.5K +$33.5K +373 New
VHAM
659
Van Hulzen Asset Management
California
$32.8K +$32.8K +365 New
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.6K +$21.6K +240 +240%
KIM
661
Kestra Investment Management
Texas
$29.6K +$29.6K +329 New
AAM
662
Advisors Asset Management
Colorado
$29.1K +$5.58K +62 +24%
SC
663
Swan Capital
Florida
$27K
TCM
664
Tradewinds Capital Management
Washington
$24.7K +$4.5K +50 +22%
PP
665
Pacifica Partners
Canada
$24K
CIM
666
Contravisory Investment Management
Massachusetts
$23.7K +$23.7K +263 New
LFA
667
LGT Financial Advisors
Texas
$23.3K +$23.3K +259 New
HFS
668
Hantz Financial Services
Michigan
$23K -$1.43K -16 -6%
CWM
669
CarsonAllaria Wealth Management
Illinois
$21.8K -$1.17K -13 -5%
PA
670
PSI Advisors
Florida
$21.5K
ATC
671
Adirondack Trust Company
New York
$21.1K
GEA
672
Glen Eagle Advisors
New Jersey
$21K -$450 -5 -2%
W
673
WealthCollab
Washington
$20.6K +$2.88K +32 +16%
CFO
674
CVA Family Office
Colorado
$20.2K -$899 -10 -4%
SIS
675
Strategic Investment Solutions
Illinois
$20.2K