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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 %
BIA
726
Bell Investment Advisors
California
$6.03K +$1.35K +15 +29%
WWP
727
WR Wealth Planners
Missouri
$5.94K -$18.7K -208 -76%
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$5.85K +$5.85K +65 New
GSWM
729
Golden State Wealth Management
California
$5.58K +$5.58K +62 New
HNW
730
High Note Wealth
Minnesota
$5.04K +$5.04K +56 New
HC
731
Hurley Capital
New York
$4.69K +$4.69K +52 New
BCWM
732
Bartlett & Co Wealth Management
Ohio
$4.68K
NI
733
NCP Inc
California
$4.5K -$22.5K -250 -83%
BL
734
BFSG LLC
California
$4.5K
WIM
735
Westside Investment Management
California
$4.5K +$899 +10 +25%
API
736
Asset Planning Inc
California
$4.5K +$4.5K +50 New
RA
737
Rise Advisors
New York
$4.32K -$20.3K -226 -82%
CAM
738
Creekmur Asset Management
Illinois
$4.23K
CFGS
739
Concourse Financial Group Securities
Alabama
$4.13K
GIA
740
GHP Investment Advisors
Colorado
$3.96K
TAM
741
Tucker Asset Management
Colorado
$3.96K
NRG
742
Nemes Rush Group
Michigan
$3.87K -$3.42K -38 -47%
GG
743
Gleason Group
Kentucky
$3.87K
A
744
AlphaQuest
New York
$3.42K -$183K -2,029 -98%
CAL
745
Capital Analysts LLC
Pennsylvania
$3K -$4.5K -48 -60%
ACM
746
Anfield Capital Management
California
$2.7K
YP
747
YANKCOM Partnership
South Dakota
$2.52K +$2.52K +28 New
PPC
748
Park Place Capital
Alabama
$2.43K +$2.43K +27 New
PLU
749
Performa Ltd (US)
South Carolina
$2.25K -$30.1K -335 -93%
AIM
750
Anchor Investment Management
South Carolina
$2.25K