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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
JIP
501
Jaffetilchin Investment Partners
Florida
$14.1K +$12.9K +216 New
PFBT
502
Parkside Financial Bank & Trust
Missouri
$13.6K
RI
503
Ridgewood Investments
New Jersey
$12.6K
GAM
504
Groupama Asset Management
France
$12.3K +$14.1K +235 New
CWC
505
Carolinas Wealth Consulting
North Carolina
$11.9K +$10.9K +182 New
ETC
506
Exchange Traded Concepts
Oklahoma
$11.6K +$3.23K +54 +44%
RWPA
507
Richard W. Paul & Associates
Michigan
$11.4K -$963K -16,096 -99%
BLC
508
Brown, Lisle/Cummings
Rhode Island
$11.4K -$2.09K -35 -17%
MCM
509
Manchester Capital Management
Vermont
$10.3K -$239 -4 -2%
CFO
510
CVA Family Office
Colorado
$9.98K
PWMG
511
Private Wealth Management Group
New Jersey
$9.65K +$1.56K +26 +21%
WSFS
512
Wilmington Savings Fund Society
Delaware
$9.2K +$8.44K +141 New
HWM
513
Hemington Wealth Management
Virginia
$9K +$6.82K +114 New
SPIA
514
Steward Partners Investment Advisory
New York
$8.8K +$2.39K +40 +42%
SIC
515
SJS Investment Consulting
Ohio
$8.41K +$299 +5 +4%
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$8.22K
HGA
517
Hobbs Group Advisors
South Carolina
$8.22K
ST
518
Smithfield Trust
Pennsylvania
$8K
AWM
519
Activest Wealth Management
Florida
$7.96K
AWM
520
Avior Wealth Management
Nebraska
$7.5K +$6.88K +115 New
BIA
521
Bell Investment Advisors
California
$7.44K -$598 -10 -8%
ATC
522
Adirondack Trust Company
New York
$7.37K
ATS
523
Ashton Thomas Securities
New York
$7.17K +$6.58K +110 New
JWA
524
JFS Wealth Advisors
Pennsylvania
$7.11K +$957 +16 +17%
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
$7K -$2.03K -34 -24%

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.