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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
IAN
876
Integrated Advisors Network
Texas
-$217K -3,492 Closed
EWA
877
EP Wealth Advisors
California
-$205K -3,308 Closed
TWP
878
Tyche Wealth Partners
Texas
-$202K -3,250 Closed
KOCAA
879
Knights of Columbus Asset Advisors
Connecticut
-$172K -2,775 Closed
CPA
880
Capital Performance Advisors
California
-$119K -1,913 Closed
FCM
881
Fourpath Capital Management
Oklahoma
-$117K -1,891 Closed
WTG
882
West Tower Group
Virginia
-$93.1K -1,500 Closed
WBC
883
Westpac Banking Corp
Australia
-$77.7K -1,252 Closed
SMFG
884
Sumitomo Mitsui Financial Group
Japan
-$46.4K -753 Closed
RWM
885
Reston Wealth Management
Virginia
-$46.6K -750 Closed
FIA
886
FNY Investment Advisers
New York
-$21K -350 Closed
AJ
887
Ashburton (Jersey)
Jersey
-$8K -133 Closed
SFCL
888
Strengthening Families & Communities LLC
Massachusetts
-$7.82K -126 Closed
CTA
889
Colonial Trust Advisors
South Carolina
-$6.83K -110 Closed
MIM
890
Macroview Investment Management
Maryland
-$6.02K -97 Closed
JIP
891
Jaffetilchin Investment Partners
Florida
-$4.22K -68 Closed
NS
892
NBC Securities
Alabama
-$4K -66 Closed
BFPW
893
BOK Financial Private Wealth
Colorado
-$1.24K -20 Closed
GSEP
894
Golden State Equity Partners
California
-$1.12K -18 Closed
TCOV
895
Trust Company of Vermont
Vermont
-$931 -15 Closed
VWWMG
896
Vermillion & White Wealth Management Group
Pennsylvania
-$745 -12 Closed
AWM
897
Abound Wealth Management
Tennessee
-$621 -10 Closed
HWP
898
Highline Wealth Partners
California
-$497 -8 Closed
VAMG
899
Voisard Asset Management Group
Michigan
-$435 -7 Closed
ACA
900
American Capital Advisory
Idaho
-$249 -4 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.