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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
FDW
726
Fourth Dimension Wealth
Ohio
$8.18K +$7.27K +91 New
HCM
727
Hollencrest Capital Management
California
$8.1K
TFGT
728
TS Financial Group (TSFG)
Illinois
$8K
FA
729
Fedenia Advisers
Wisconsin
$7.83K +$6.95K +87 New
T
730
Tidemark
California
$7.11K
HWM
731
Hemington Wealth Management
Virginia
$7K +$799 +10 +14%
VNA
732
Valley National Advisers
Pennsylvania
$7K +$1.92K +24 +38%
EWP
733
Elevation Wealth Partners
California
$6.48K
BBHC
734
Brown Brothers Harriman & Co
New York
$6.03K
BIA
735
Bell Investment Advisors
California
$6.03K +$1.2K +15 +29%
WWP
736
WR Wealth Planners
Missouri
$5.94K -$16.6K -208 -76%
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$5.85K +$5.19K +65 New
GSWM
738
Golden State Wealth Management
California
$5.58K +$4.95K +62 New
HNW
739
High Note Wealth
Minnesota
$5.04K +$4.47K +56 New
HC
740
Hurley Capital
New York
$4.69K +$4.15K +52 New
BCWM
741
Bartlett & Co Wealth Management
Ohio
$4.68K
NI
742
NCP Inc
California
$4.5K -$20K -250 -83%
BL
743
BFSG LLC
California
$4.5K
WIM
744
Westside Investment Management
California
$4.5K +$799 +10 +25%
API
745
Asset Planning Inc
California
$4.5K +$3.99K +50 New
RA
746
Rise Advisors
New York
$4.32K -$18K -226 -82%
CAM
747
Creekmur Asset Management
Illinois
$4.23K
CFGS
748
Concourse Financial Group Securities
Alabama
$4.13K
GIA
749
GHP Investment Advisors
Colorado
$3.96K
TAM
750
Tucker Asset Management
Colorado
$3.96K

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.