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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 %
JWA
751
JFS Wealth Advisors
Pennsylvania
$2.07K +$1.89K +21 +1,050%
HGERS
752
Householder Group Estate & Retirement Specialist
Arizona
$2K -$7.85K -102 -80%
WCM
753
Winthrop Capital Management
Indiana
$2K +$2K +22 New
S
754
Sachetta
Massachusetts
$1.98K
CTC
755
Central Trust Company
Missouri
$1.98K +$1.98K +22 New
CB
756
CNB Bank
Pennsylvania
$1.89K
ADL
757
Asset Dedication LLC
California
$1.8K -$2.97K -33 -62%
GWSA
758
Global Wealth Strategies & Associates
Colorado
$1.8K
MCM
759
MV Capital Management
Maryland
$1.8K
MSWA
760
Marshall & Sterling Wealth Advisors
New York
$1.8K +$1.8K +20 New
TFA
761
Toth Financial Advisory
Virginia
$1.8K +$1.8K +20 New
SC
762
Solstein Capital
California
$1.62K
HIW
763
Holos Integrated Wealth
Pennsylvania
$1.62K +$1.62K +18 New
SAM
764
Synergy Asset Management
Washington
$1.43K +$1.43K +23 New
NMG
765
New Millennium Group
Utah
$1.35K +$1.35K +15 New
CWP
766
Concord Wealth Partners
Virginia
$1.26K +$1.26K +14 New
CSWM
767
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.26K +14 New
VWA
768
Valued Wealth Advisors
Utah
$1.17K
SIC
769
SJS Investment Consulting
Ohio
$1.17K +$720 +8 +160%
AF
770
Advisornet Financial
Minnesota
$1.08K +$360 +4 +50%
MIFH
771
Migdal Insurance & Financial Holdings
Israel
$1K -$4.64K -65 -82%
PAI
772
Pittenger & Anderson Inc
Nebraska
$990
BCMLT
773
Beacon Capital Management LLC (Tennessee)
Tennessee
$899 -$63.9K -711 -99%
SJIM
774
St. Johns Investment Management
Florida
$899
OP
775
ORG Partners
Indiana
$899