We are live on ! Find out more
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
HFS
676
Hantz Financial Services
Michigan
$23K -$1.28K -16 -6%
CWM
677
CarsonAllaria Wealth Management
Illinois
$21.8K -$1.04K -13 -5%
PA
678
PSI Advisors
Florida
$21.5K
ATC
679
Adirondack Trust Company
New York
$21.1K
GEA
680
Glen Eagle Advisors
New Jersey
$21K -$399 -5 -2%
W
681
WealthCollab
Washington
$20.6K +$2.56K +32 +16%
CFO
682
CVA Family Office
Colorado
$20.2K -$799 -10 -4%
SIS
683
Strategic Investment Solutions
Illinois
$20.2K
MAS
684
MPWM Advisory Solutions
Georgia
$20.2K +$18K +225 New
PSFG
685
Park Square Financial Group
Georgia
$19.3K +$17.2K +215 New
TPCW
686
TD Private Client Wealth
New York
$18.3K
GBT
687
Grove Bank & Trust
Florida
$18.2K -$2.4K -30 -13%
HPC
688
HM Payson & Co
Maine
$18K
MA
689
Montag & Associates
Georgia
$18K
SA
690
SRH Advisors
Kansas
$18K
AFM
691
Aspetuck Financial Management
Connecticut
$18K +$16K +200 New
MRP
692
Measured Risk Portfolios
California
$18K +$16K +200 New
SC
693
Stephens Consulting
Michigan
$18K +$16K +200 New
QC
694
Quent Capital
New York
$17.9K
CA
695
Continuum Advisory
Idaho
$17.3K -$1.84K -23 -11%
MWA
696
Medallion Wealth Advisors
Connecticut
$16.9K +$16.5K +207 New
MG
697
Mather Group
Illinois
$16.7K +$13.8K +173 +1,331%
MSG
698
Main Street Group
Virginia
$16.6K
GA
699
GoalVest Advisory
New York
$16.3K
Kayne Anderson Rudnick Investment Management
700
Kayne Anderson Rudnick Investment Management
California
$16.2K -$5.67K -71 -28%

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.