612 hedge funds and large institutions have $9.45B invested in Twilio in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-37
Holders Change %
-5.7%
% of All Funds
9.65%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
71
Increased
198
Reduced
223
Closed
105
Calls
$726M
Puts
$559M
Net Calls
+$168M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFG
326
Sumitomo Mitsui Financial Group
Japan
$430K -$289K -4,563 -40%
CNWM
327
Clay Northam Wealth Management
California
$426K +$19.1K +300 +5%
AAS
328
Avantax Advisory Services
Texas
$425K -$211K -3,316 -33%
EWA
329
EverSource Wealth Advisors
Alabama
$422K -$5.85K -92 -1%
PRC
330
Pearl River Capital
Michigan
$421K +$421K +6,615 New
KCM
331
KRS Capital Management
Michigan
$419K
FTDI
332
First Trust Direct Indexing
Massachusetts
$418K -$85.3K -1,341 -17%
IAN
333
Integrated Advisors Network
Texas
$414K -$171K -2,692 -29%
MGP
334
Metis Global Partners
California
$413K +$52.5K +825 +15%
LAI
335
Legal Advantage Investments
California
$409K
QCM
336
Qsemble Capital Management
New York
$407K -$420K -6,600 -51%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$402K +$32K +503 +9%
LAM
338
Lynch Asset Management
Pennsylvania
$399K
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$396K -$59.7K -938 -13%
KA
340
Kintegral Advisory
New York
$395K
DCM
341
DGS Capital Management
New Jersey
$393K +$393K +6,173 New
SG Americas Securities
342
SG Americas Securities
New York
$392K -$292K -4,600 -43%
SSB
343
Sandy Spring Bank
Maryland
$382K -$172K -2,705 -31%
EF
344
Empowered Funds
Pennsylvania
$382K -$3.25K -51 -0.8%
EST
345
EA Series Trust
Pennsylvania
$382K +$382K +5,999 New
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$381K +$254 +4 +0.1%
ESCM
347
Echo Street Capital Management
New York
$366K -$109K -1,712 -23%
JF
348
Jump Financial
Illinois
$364K +$148K +2,331 +69%
AWM
349
Axxcess Wealth Management
California
$360K +$50.5K +793 +16%
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$353K +$353K +5,555 New