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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
FDW
651
Fourth Dimension Wealth
Ohio
$15.7K +$13.3K +145 New
Bessemer Group
652
Bessemer Group
New Jersey
$15K +$8.77K +96 +274%
SIC
653
SJS Investment Consulting
Ohio
$13.9K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$6.21K +68 +115%
RFG
655
REAP Financial Group
Texas
$13.5K +$4.57K +50 +67%
WSFS
656
Wilmington Savings Fund Society
Delaware
$13.4K -$1.55K -17 -12%
AWM
657
Activest Wealth Management
Florida
$13.2K
ETC
658
Exchange Traded Concepts
Oklahoma
$13.2K -$5.12K -56 -31%
SIS
659
Sound Income Strategies
Florida
$13.1K +$4.2K +46 +61%
ATC
660
Adirondack Trust Company
New York
$12.2K
HIA
661
Harbor Investment Advisory
Maryland
$12.2K -$43.4K -475 -24%
ST
662
Smithfield Trust
Pennsylvania
$12K
CWM
663
Copia Wealth Management
Oregon
$11.8K +$9.96K +109 New
BIA
664
Bell Investment Advisors
California
$11.5K -$731 -8 -7%
GLF
665
Groupe la Francaise
France
$11.3K +$2.29K +25 New
HIIFS
666
Harel Insurance Investments & Financial Services
Israel
$11K -$640 -7 -6%
PCFFS
667
Pacific Center for Financial Services
California
$10.8K
BBHC
668
Brown Brothers Harriman & Co
New York
$10.8K +$9.14K +100 New
Fuller & Thaler Asset Management
669
Fuller & Thaler Asset Management
California
$10.8K +$9.14K +100 New
AssetMark Inc
670
AssetMark Inc
California
$10.6K +$5.03K +55 +128%
DJSG
671
D.J. St. Germain
Massachusetts
$10.5K +$8.87K +97 New
PP
672
PrairieView Partners
Minnesota
$10K
CIAS
673
CBIZ Investment Advisory Services
Ohio
$9.73K
HCP
674
Hexagon Capital Partners
Arkansas
$9.73K +$8.22K +90 New
CWC
675
Carolinas Wealth Consulting
North Carolina
$7.46K -$10.3K -113 -62%