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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
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$16.1K +$13.4K +168 +1,527%
LI
702
LRI Investments
Florida
$15.4K
GWSG
703
GPS Wealth Strategies Group
Colorado
$15.2K
CFB
704
Cullen/Frost Bankers
Texas
$15K
NC
705
NewSquare Capital
Pennsylvania
$13.9K +$160 +2 +1%
LFG
706
Larson Financial Group
Missouri
$13.7K +$2.79K +35 +30%
IWP
707
IAG Wealth Partners
Wisconsin
$12.6K
FMP
708
Financial Management Professionals
Texas
$12.2K +$559 +7 +5%
AF
709
Atala Financial
California
$12.1K +$10.8K +135 New
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$12K -$4.08M -51,096 -100%
PWMG
711
Private Wealth Management Group
New Jersey
$11.3K
OC
712
Oarsman Capital
Wisconsin
$11.2K
SIC
713
Salem Investment Counselors
North Carolina
$10.6K
RFS
714
Richardson Financial Services
Massachusetts
$10.5K +$9.18K +115 New
SWM
715
Spire Wealth Management
Virginia
$10.3K
PFBT
716
Parkside Financial Bank & Trust
Missouri
$9.53K +$799 +10 +10%
PP
717
PFS Partners
New Jersey
$9.44K
ECM
718
EMC Capital Management
Texas
$9K +$7.99K +100 New
AA
719
Addison Advisors
Vermont
$8.99K
NA
720
Nordwand Advisors
Pennsylvania
$8.99K
RIL
721
Rothschild Investment LLC
Illinois
$8.99K
BCM
722
Berbice Capital Management
New York
$8.99K +$7.99K +100 New
GK
723
Graney & King
New York
$8.99K +$7.99K +100 New
NFSG
724
Newbridge Financial Services Group
Florida
$8.99K +$7.99K +100 New
BWL
725
Bogart Wealth LLC
Virginia
$8.19K -$1.36K -17 -16%

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.