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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
CGH
201
Contrarius Group Holdings
Bermuda
$4.62M +$4.11M +51,411 New
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$4.53M +$423K +5,302 +12%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$4.39M +$411K +5,153 +12%
MAM
204
Martingale Asset Management
Massachusetts
$4.38M +$196K +2,460 +5%
SWM
205
Selective Wealth Management
Virginia
$4.3M -$487K -6,099 -11%
Aberdeen Group
206
Aberdeen Group
United Kingdom
$4.26M -$703K -8,801 -16%
Walleye Capital
207
Walleye Capital
New York
$4.21M -$5.17M -64,700 -58%
Citadel Advisors
208
Citadel Advisors
Florida
$4.18M -$1.59M -19,879 -30%
WIA
209
Westbourne Investment Advisors
Maryland
$4.12M -$276K -3,455 -7%
SC
210
Savant Capital
Illinois
$4.11M +$37.2K +466 +1%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$4.09M +$1.77M +22,158 +91%
NMIMC
212
Northwestern Mutual Investment Management Company
Wisconsin
$4.06M +$3.6M +45,110 New
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.03M +$3.58M +44,827 New
RG
214
Rathbones Group
United Kingdom
$3.96M +$314K +3,928 +10%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$3.84M +$101K +1,270 +3%
CIP
216
Convergence Investment Partners
Florida
$3.78M +$262K +3,284 +8%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$3.78M +$272K +3,402 +9%
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$3.76M +$3.34M +41,800 New
OPERF
219
Oregon Public Employees Retirement Fund
Oregon
$3.71M +$3.3M +41,300 New
Neuberger Berman Group
220
Neuberger Berman Group
New York
$3.71M -$1.07M -13,406 -25%
Los Angeles Capital Management
221
Los Angeles Capital Management
California
$3.71M -$6.73M -84,295 -67%
AIP
222
Ameritas Investment Partners
Nebraska
$3.66M +$3.25M +40,655 New
SLA
223
Silver Lake Advisory
Utah
$3.56M +$152K +1,907 +5%
HighTower Advisors
224
HighTower Advisors
Illinois
$3.53M -$1.29M -16,136 -29%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$3.5M +$375K +4,694 +14%

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.