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606 hedge funds and large institutions have $7.72B invested in Twilio in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

5% more capital invested

Capital invested by funds: $7.32B → $7.72B (+$400M)

8% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 88

0% more funds holding

Funds holding: 603606 (+3)

4% less call options, than puts

Call options by funds: $384M | Put options by funds: $399M

1.61% less ownership

Funds ownership: 75.29%73.69% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 217

Holders
606
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.7%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
95
Increased
186
Reduced
217
Closed
88
Calls
$384M
Puts
$399M
Net Calls
-$14.8M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
451
Capital Performance Advisors
California
$65.9K +$60.4K +1,010 New
GIA
452
GHP Investment Advisors
Colorado
$65.4K -$3.47K -58 -5%
CA
453
CoreCap Advisors
Michigan
$62K -$50.9K -850 -47%
CCM
454
CAAS Capital Management
New York
$58.7K +$53.9K +900 New
HWA
455
HHM Wealth Advisors
Tennessee
$56.1K
PCMC
456
Planning Capital Management Corporation
Pennsylvania
$53.4K +$49K +819 New
NSIM
457
North Star Investment Management
Illinois
$53.4K
LC
458
Lindbrook Capital
California
$52.8K +$8.74K +146 +22%
QCG
459
Quadrant Capital Group
Ohio
$52.5K -$4.01K -67 -8%
HNB
460
Huntington National Bank
Ohio
$50.9K +$31.8K +532 +215%
SSB
461
Sandy Spring Bank
Maryland
$49.2K -$7.18K -120 -14%
Bank Julius Baer & Co
462
Bank Julius Baer & Co
Switzerland
$48.9K -$2.45K -41 -6%
VWM
463
Venturi Wealth Management
Texas
$47.8K +$29.5K +493 +205%
National Bank of Canada
464
National Bank of Canada
Quebec, Canada
$46.6K -$38.1K -637 -47%
BIG
465
Brooklyn Investment Group
New York
$46.2K +$42.4K +709 New
RS
466
Rakuten Securities
Japan
$45.2K -$32.7K -546 -44%
VCM
467
Versant Capital Management
Arizona
$44.5K +$30.3K +506 +288%
GI
468
GAMMA Investing
California
$44.3K +$2.45K +41 +6%
SAM
469
Smartleaf Asset Management
Massachusetts
$40.3K +$29.3K +489 +362%
OIA
470
Optimum Investment Advisors
Illinois
$39.5K
GRP
471
Global Retirement Partners
California
$39.3K
AA
472
Ancora Advisors
Ohio
$39.1K
HIA
473
Harbor Investment Advisory
Maryland
$38.9K -$838 -14 -0.7%
GM
474
GeoWealth Management
Illinois
$38.6K +$35.4K +592 New
WCM
475
Westend Capital Management
California
$37.1K

TWLO Hedge Fund Activity: Q3 2024 in Review

606 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2024, worth a combined $7.72B — up 5.5% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new TWLO positions and 88 closed out — a net gain of 7 holders — while 186 added to existing stakes and 217 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $37.7M. The largest seller was VOYA Investment Management, cutting an estimated $209M.

  • 606 institutional investors held Twilio (TWLO) as of Q3 2024, up from 603 in Q2 2024.
  • Funds reported $7.72B of Twilio stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 95 funds opened new Twilio positions in Q3 2024 and 88 closed out, a net change of +7 holders.
  • The largest Twilio buyer in Q3 2024 was Robeco Institutional Asset Management, an estimated $37.7M added.
  • The largest Twilio seller in Q3 2024 was VOYA Investment Management, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2024.