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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 %
SJIM
776
St. Johns Investment Management
Florida
$899
PPA
777
Painted Porch Advisors
California
$809
RTC
778
Riverview Trust Company
Washington
$809
PWA
779
Principia Wealth Advisory
Texas
$809 +$809 +9 New
CWA
780
Carolina Wealth Advisors
South Carolina
$809 +$809 +9 New
TWD
781
True Wealth Design
Ohio
$720 -$90 -1 -11%
GJIA
782
Glass Jacobson Investment Advisors
Maryland
$720
SIS
783
Sound Income Strategies
Florida
$720 +$720 +8 New
PWMG
784
Prestige Wealth Management Group
New Jersey
$720 +$720 +8 New
KFI
785
Key Financial Inc
Pennsylvania
$630
PS
786
PayPay Securities
Japan
$630 +$180 +2 +40%
SN
787
Sittner & Nelson
Oregon
$630 +$630 +7 New
LIS
788
Legacy Investment Solutions
Idaho
$543 +$543 +6 New
LWMI
789
Legacy Wealth Management (Idaho)
Idaho
$543 +$543 +6 New
BMC
790
Bear Mountain Capital
Washington
$453
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$450 +$360 +4 +400%
RF
792
Roxbury Financial
New Jersey
$398 +$398 +5 New
WW
793
Winnow Wealth
Texas
$362 +$362 +5 New
CJ
794
Caitlin John
Michigan
$360 -$1.35K -15 -79%
MCM
795
Manchester Capital Management
Vermont
$360
CA
796
Crewe Advisors
Utah
$360 +$360 +4 New
DRP
797
Decker Retirement Planning
Utah
$270 +$270 +3 New
GFPC
798
Global Financial Private Client
Florida
$180 +$180 +2 New
AWM
799
Activest Wealth Management
Florida
$90 -$24.1K -268 -100%
NB
800
NBT Bank
New York
$90