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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 %
HIIFS
701
Harel Insurance Investments & Financial Services
Israel
$12K -$4.54M -51,096 -100%
PWMG
702
Private Wealth Management Group
New Jersey
$11.3K
OC
703
Oarsman Capital
Wisconsin
$11.2K
SIC
704
Salem Investment Counselors
North Carolina
$10.6K
RFS
705
Richardson Financial Services
Massachusetts
$10.5K +$10.5K +115 New
SWM
706
Spire Wealth Management
Virginia
$10.3K
PFBT
707
Parkside Financial Bank & Trust
Missouri
$9.53K +$899 +10 +10%
PP
708
PFS Partners
New Jersey
$9.44K
ECM
709
EMC Capital Management
Texas
$9K +$9K +100 New
RIL
710
Rothschild Investment LLC
Illinois
$8.99K
AA
711
Addison Advisors
Vermont
$8.99K
NA
712
Nordwand Advisors
Pennsylvania
$8.99K
BCM
713
Berbice Capital Management
New York
$8.99K +$8.99K +100 New
GK
714
Graney & King
New York
$8.99K +$8.99K +100 New
NFSG
715
Newbridge Financial Services Group
Florida
$8.99K +$8.99K +100 New
BWL
716
Bogart Wealth LLC
Virginia
$8.19K -$1.53K -17 -16%
FDW
717
Fourth Dimension Wealth
Ohio
$8.18K +$8.18K +91 New
HCM
718
Hollencrest Capital Management
California
$8.1K
TFGT
719
TS Financial Group (TSFG)
Illinois
$8K
FA
720
Fedenia Advisers
Wisconsin
$7.83K +$7.83K +87 New
T
721
Tidemark
California
$7.11K
HWM
722
Hemington Wealth Management
Virginia
$7K +$843 +10 +14%
VNA
723
Valley National Advisers
Pennsylvania
$7K +$1.93K +24 +38%
EWP
724
Elevation Wealth Partners
California
$6.48K
BBHC
725
Brown Brothers Harriman & Co
New York
$6.03K