We are live on ! Find out more

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
PS
476
Principal Securities
Iowa
$36.5K +$11.7K +195 +54%
CI Investments Inc
477
CI Investments Inc
Ontario, Canada
$36K -$12.3K -205 -27%
FFA
478
Farther Finance Advisors
California
$35.6K -$104K -1,734 -76%
CPG
479
Cornerstone Planning Group
New Jersey
$33.6K
MA
480
Montag & Associates
Georgia
$32.6K
SC
481
SouthState Corp
Florida
$32.6K
IA
482
IFP Advisors
Florida
$28.6K +$6.46K +108 +33%
CAL
483
Capital Advisors Ltd
Ohio
$28K -$419 -7 -2%
TWD
484
True Wealth Design
Ohio
$27.7K +$24.9K +416 +5,200%
CYG
485
Clean Yield Group
Vermont
$26.1K
CLOS
486
Compagnie Lombard Odier SCmA
Switzerland
$26.1K
NRG
487
Nemes Rush Group
Michigan
$24.5K +$9.75K +163 +69%
IUHSA
488
Itau Unibanco Holding S.A.
Brazil
$24K +$22K +368 New
SS
489
Sunbelt Securities
Texas
$21.9K +$2.03K +34 +11%
JPWM
490
Jamison Private Wealth Management
Georgia
$21.8K
CAS
491
Coppell Advisory Solutions
Texas
$20K
TCM
492
TruNorth Capital Management
Michigan
$19.6K -$5.15K -86 -22%
TCOV
493
Trust Company of Vermont
Vermont
$19.6K
FIA
494
FNY Investment Advisers
New York
$19K +$17.7K +296 New
NA
495
NewEdge Advisors
Louisiana
$17.3K -$4.61K -77 -22%
RTC
496
Riverview Trust Company
Washington
$17.1K
AWM
497
Abound Wealth Management
Tennessee
$16.3K
FFWM
498
Future Financial Wealth Management
Ohio
$16.3K +$15K +250 New
AAM
499
Advisors Asset Management
Colorado
$16K -$838 -14 -5%
GWSA
500
Global Wealth Strategies & Associates
Colorado
$15.2K

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.