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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 %
MAS
676
MPWM Advisory Solutions
Georgia
$20.2K +$20.2K +225 New
PSFG
677
Park Square Financial Group
Georgia
$19.3K +$19.3K +215 New
TPCW
678
TD Private Client Wealth
New York
$18.3K
GBT
679
Grove Bank & Trust
Florida
$18.2K -$2.7K -30 -13%
HPC
680
HM Payson & Co
Maine
$18K
MA
681
Montag & Associates
Georgia
$18K
SA
682
SRH Advisors
Kansas
$18K
AFM
683
Aspetuck Financial Management
Connecticut
$18K +$18K +200 New
MRP
684
Measured Risk Portfolios
California
$18K +$18K +200 New
SC
685
Stephens Consulting
Michigan
$18K +$18K +200 New
QC
686
Quent Capital
New York
$17.9K
CA
687
Continuum Advisory
Idaho
$17.3K -$2.07K -23 -11%
MG
688
Mather Group
Illinois
$16.7K +$15.6K +173 +1,331%
MSG
689
Main Street Group
Virginia
$16.6K
GA
690
GoalVest Advisory
New York
$16.3K
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$16.2K -$6.39K -71 -28%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$16.1K +$15.1K +168 +1,527%
LI
693
LRI Investments
Florida
$15.4K
GWSG
694
GPS Wealth Strategies Group
Colorado
$15.2K
CFB
695
Cullen/Frost Bankers
Texas
$15K
NC
696
NewSquare Capital
Pennsylvania
$13.9K +$180 +2 +1%
LFG
697
Larson Financial Group
Missouri
$13.7K +$3.15K +35 +30%
IWP
698
IAG Wealth Partners
Wisconsin
$12.6K
FMP
699
Financial Management Professionals
Texas
$12.2K +$630 +7 +5%
AF
700
Atala Financial
California
$12.1K +$12.1K +135 New