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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
RF
801
Roxbury Financial
New Jersey
$398 +$399 +5 New
WW
802
Winnow Wealth
Texas
$362 +$399 +5 New
CJ
803
Caitlin John
Michigan
$360 -$1.2K -15 -79%
MCM
804
Manchester Capital Management
Vermont
$360
CA
805
Crewe Advisors
Utah
$360 +$319 +4 New
DRP
806
Decker Retirement Planning
Utah
$270 +$240 +3 New
EPIM
807
Evelyn Partners Investment Management
$270 +$240 +3 New
GFPC
808
Global Financial Private Client
Florida
$180 +$160 +2 New
AWM
809
Activest Wealth Management
Florida
$90 -$21.4K -268 -100%
CAC
810
Core Alternative Capital
Georgia
$90
DFA
811
DHJJ Financial Advisors
Illinois
$90
NB
812
NBT Bank
New York
$90
PA
813
Pineridge Advisors
Missouri
$90
PWM
814
Parkworth Wealth Management
California
$90 +$80 +1 New
OWP
815
ORG Wealth Partners
Texas
$89
Capital International Investors
816
Capital International Investors
California
-$44.6M -718,524 Closed
Canada Pension Plan Investment Board
817
Canada Pension Plan Investment Board
Ontario, Canada
-$42.7M -688,163 Closed
Marshall Wace
818
Marshall Wace
United Kingdom
-$34.6M -557,163 Closed
Jacobs Levy Equity Management
819
Jacobs Levy Equity Management
New Jersey
-$26.3M -423,612 Closed
AC
820
Armistice Capital
New York
-$25M -402,894 Closed
ACM
821
Aquatic Capital Management
Illinois
-$18.5M -298,300 Closed
Point72 Asset Management
822
Point72 Asset Management
Connecticut
-$16M -257,385 Closed
FCM
823
Frontier Capital Management
Massachusetts
-$14.8M -238,493 Closed
SPS
824
Susquehanna Portfolio Strategies
Pennsylvania
-$14.5M -232,773 Closed
WorldQuant Millennium Advisors
825
WorldQuant Millennium Advisors
New York
-$14.1M -227,253 Closed

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.