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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
NRG
751
Nemes Rush Group
Michigan
$3.87K -$3.03K -38 -47%
GG
752
Gleason Group
Kentucky
$3.87K
A
753
AlphaQuest
New York
$3.42K -$162K -2,029 -98%
CAL
754
Capital Analysts LLC
Pennsylvania
$3K -$3.83K -48 -60%
ACM
755
Anfield Capital Management
California
$2.7K
YP
756
YANKCOM Partnership
South Dakota
$2.52K +$2.24K +28 New
PPC
757
Park Place Capital
Alabama
$2.43K +$2.16K +27 New
PLU
758
Performa Ltd (US)
South Carolina
$2.25K -$26.8K -335 -93%
AIM
759
Anchor Investment Management
South Carolina
$2.25K
JWA
760
JFS Wealth Advisors
Pennsylvania
$2.07K +$1.68K +21 +1,050%
HGERS
761
Householder Group Estate & Retirement Specialist
Arizona
$2K -$8.14K -102 -80%
WCM
762
Winthrop Capital Management
Indiana
$2K +$1.76K +22 New
S
763
Sachetta
Massachusetts
$1.98K
CTC
764
Central Trust Company
Missouri
$1.98K +$1.76K +22 New
CB
765
CNB Bank
Pennsylvania
$1.89K
ADL
766
Asset Dedication LLC
California
$1.8K -$2.63K -33 -62%
GWSA
767
Global Wealth Strategies & Associates
Colorado
$1.8K
MCM
768
MV Capital Management
Maryland
$1.8K
MSWA
769
Marshall & Sterling Wealth Advisors
New York
$1.8K +$1.6K +20 New
TFA
770
Toth Financial Advisory
Virginia
$1.8K +$1.6K +20 New
SC
771
Solstein Capital
California
$1.62K
HIW
772
Holos Integrated Wealth
Pennsylvania
$1.62K +$1.44K +18 New
SAM
773
Synergy Asset Management
Washington
$1.43K +$1.84K +23 New
NMG
774
New Millennium Group
Utah
$1.35K +$1.2K +15 New
CSWM
775
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.12K +14 New

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.