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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
CWP
776
Concord Wealth Partners
Virginia
$1.26K +$1.12K +14 New
VWA
777
Valued Wealth Advisors
Utah
$1.17K
SIC
778
SJS Investment Consulting
Ohio
$1.17K +$639 +8 +160%
AF
779
Advisornet Financial
Minnesota
$1.08K +$319 +4 +50%
MIFH
780
Migdal Insurance & Financial Holdings
Israel
$1K -$5.19K -65 -82%
PAI
781
Pittenger & Anderson Inc
Nebraska
$990
BCMLT
782
Beacon Capital Management LLC (Tennessee)
Tennessee
$899 -$56.8K -711 -99%
MLA
783
MB, Levis & Associates
Pennsylvania
$899
OP
784
ORG Partners
Indiana
$899
SJIM
785
St. Johns Investment Management
Florida
$899
PPA
786
Painted Porch Advisors
California
$809
RTC
787
Riverview Trust Company
Washington
$809
CWA
788
Carolina Wealth Advisors
South Carolina
$809 +$719 +9 New
PWA
789
Principia Wealth Advisory
Texas
$809 +$719 +9 New
TWD
790
True Wealth Design
Ohio
$720 -$80 -1 -11%
GJIA
791
Glass Jacobson Investment Advisors
Maryland
$720
PWMG
792
Prestige Wealth Management Group
New Jersey
$720 +$639 +8 New
SIS
793
Sound Income Strategies
Florida
$720 +$639 +8 New
KFI
794
Key Financial Inc
Pennsylvania
$630
PS
795
PayPay Securities
Japan
$630 +$160 +2 +40%
SN
796
Sittner & Nelson
Oregon
$630 +$559 +7 New
LIS
797
Legacy Investment Solutions
Idaho
$543 +$479 +6 New
LWMI
798
Legacy Wealth Management (Idaho)
Idaho
$543 +$479 +6 New
BMC
799
Bear Mountain Capital
Washington
$453
DPW
800
DiNuzzo Private Wealth
Pennsylvania
$450 +$319 +4 +400%

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.