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747 hedge funds and large institutions have $12.9B invested in Twilio in 2024 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 207 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 57

67% more capital invested

Capital invested by funds: $7.72B → $12.9B (+$5.16B)

23% more funds holding

Funds holding: 606747 (+141)

22% more call options, than puts

Call options by funds: $818M | Put options by funds: $670M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% more ownership

Funds ownership: 73.69%77.69% (+4%)

12% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 236

Holders
747
Holders Change
+141
Holders Change %
+23.27%
% of All Funds
9.84%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
209
Increased
207
Reduced
236
Closed
57
Calls
$818M
Puts
$670M
Net Calls
+$149M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
451
Wahed Invest
New York
$415K +$351K +3,841 New
MCM
452
MAI Capital Management
Ohio
$414K +$22K +241 +7%
CIAS
453
Capital Investment Advisory Services
North Carolina
$414K -$27.4K -300 -7%
AIA
454
Affinity Investment Advisors
California
$402K -$268K -2,928 -44%
AWA
455
Aaron Wealth Advisors
Illinois
$393K +$332K +3,636 New
WP
456
Woodline Partners
California
$393K +$332K +3,633 New
GCM
457
G2 Capital Management
Ohio
$389K -$36.6K -400 -10%
PA
458
Probity Advisors
Texas
$382K -$5.76K -63 -2%
VA
459
Vident Advisory
Georgia
$380K -$7.58K -83 -2%
ACM
460
Avalon Capital Management
California
$375K
MFG
461
Merit Financial Group
Georgia
$374K +$316K +3,460 New
FAIM
462
Financial Advocates Investment Management
Washington
$374K -$8.87K -97 -3%
CWM
463
Congress Wealth Management
Massachusetts
$373K +$315K +3,449 New
TF
464
Trek Financial
Arizona
$373K -$159K -1,740 -34%
PWM
465
Perigon Wealth Management
California
$372K -$93.8K -1,026 -24%
I
466
InceptionR
California
$371K -$530K -5,795 -63%
BP
467
BBR Partners
New York
$370K +$366 +4 +0.1%
CA
468
Cache Advisors
California
$369K +$312K +3,415 New
RP
469
Regal Partners
Australia
$367K +$310K +3,397 New
S
470
SignatureFD
Georgia
$367K -$8.41K -92 -3%
TC
471
TownSquare Capital
Utah
$366K -$145K -1,586 -32%
CW
472
CreativeOne Wealth
Kansas
$365K +$308K +3,375 New
ALAM
473
Asahi Life Asset Management
Japan
$364K +$308K +3,370 New
CWM
474
Cedar Wealth Management
California
$360K -$319K -3,489 -51%
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$359K