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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
CPIG
501
Chicago Partners Investment Group
Illinois
$288K +$237K +2,590 New
ACA
502
Affinity Capital Advisors
California
$284K +$237K +2,588 New
KWM
503
Kingsview Wealth Management
Oregon
$283K +$239K +2,616 New
HAG
504
HighPoint Advisor Group
Illinois
$281K +$179K +1,961 New
IFWM
505
Institute for Wealth Management
Colorado
$273K +$231K +2,529 New
WS
506
Wedbush Securities
California
$273K +$231K +2,524 New
IGAM
507
iA Global Asset Management
Quebec, Canada
$272K -$565K -6,179 -71%
RCM
508
Ravenstone Capital Management
$270K +$228K +2,500 New
SMH
509
Sanders Morris Harris
Texas
$270K +$228K +2,500 New
HCA
510
Harbor Capital Advisors
Illinois
$270K +$229K +2,502 New
FFN
511
Focus Financial Network
Minnesota
$261K +$221K +2,414 New
SFC
512
SYM Financial Corp
Indiana
$259K +$219K +2,397 New
GTAM
513
Global Trust Asset Management
Florida
$257K +$81.3K +890 +60%
XWM
514
Xcel Wealth Management
Florida
$257K +$217K +2,376 New
C
515
Certuity
Florida
$255K +$216K +2,360 New
BM
516
Brandywine Managers
Delaware
$255K +$215K +2,357 New
DIM
517
DLK Investment Management
California
$254K +$215K +2,350 New
AWA
518
Arete Wealth Advisors
Illinois
$248K +$210K +2,294 New
KCP
519
Kera Capital Partners
California
$247K +$209K +2,289 New
CPA
520
Cardiff Park Advisors
California
$247K +$209K +2,283 New
Neuberger Berman Group
521
Neuberger Berman Group
New York
$245K -$1.57M -17,178 -88%
NI
522
Natural Investments
California
$245K +$207K +2,268 New
MFAM
523
Motley Fool Asset Management
Virginia
$244K +$206K +2,259 New
TBT
524
Texas Bank & Trust
Texas
$243K +$206K +2,250 New
CFG
525
Cooper Financial Group
California
$240K +$203K +2,222 New