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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
DIP
551
DT Investment Partners
Pennsylvania
$3K +$2.75K +46 New
HBW
552
Hazlett, Burt & Watson
West Virginia
$3K -$4.73K -79 -61%
WWP
553
WR Wealth Planners
Missouri
$2.94K
S
554
Sachetta
Massachusetts
$2.81K
CT
555
Colonial Trust
South Carolina
$2.8K
AssetMark Inc
556
AssetMark Inc
California
$2.8K +$2.57K +43 New
GIM
557
Gold Investment Management
Alberta, Canada
$2.61K -$778 -13 -25%
RL
558
Rogco LP
Oklahoma
$2.61K
RIL
559
Rothschild Investment LLC
Illinois
$2.61K
TCM
560
Tradewinds Capital Management
Washington
$2.61K +$2.39K +40 New
VWA
561
Valued Wealth Advisors
Utah
$2.54K
ME
562
McIlrath & Eck
Washington
$2.22K +$1.74K +29 +580%
BWP
563
Baldwin Wealth Partners
Massachusetts
$2.22K +$2.03K +34 New
NS
564
NBC Securities
Alabama
$2K
POIA
565
Pin Oak Investment Advisors
Texas
$2K
AW
566
Avion Wealth
Texas
$2K +$957 +16 +67%
Bessemer Group
567
Bessemer Group
New Jersey
$2K +$1.79K +30 +600%
CFGS
568
Concourse Financial Group Securities
Alabama
$1.89K +$1.14K +19 +190%
AF
569
Advisornet Financial
Minnesota
$1.63K
HFS
570
Horizon Financial Services
North Carolina
$1.63K
DPW
571
DiNuzzo Private Wealth
Pennsylvania
$1.63K +$60 +1 +4%
BGAI
572
Bruce G. Allen Investments
Colorado
$1.5K
AAG
573
Armstrong Advisory Group
Massachusetts
$1.44K
PPA
574
Painted Porch Advisors
California
$1.44K
SVCP
575
Silicon Valley Capital Partners
California
$1.44K