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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
IHWM
676
Iron Horse Wealth Management
Iowa
$6.92K
HHGA
677
Halbert Hargrove Global Advisors
California
$6.16K +$5.21K +57 New
PFG
678
Prosperity Financial Group
California
$5.84K +$4.93K +54 New
BCMLT
679
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.73K
Kayne Anderson Rudnick Investment Management
680
Kayne Anderson Rudnick Investment Management
California
$5.43K
CMBA
681
C.M. Bidwell & Associates
Hawaii
$5.4K
OLVIG
682
Oliver Lagore Vanvalin Investment Group
Michigan
$5.4K
PGAM
683
Princeton Global Asset Management
New Jersey
$5.4K
TFIPS
684
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.4K
SO
685
Sierra Ocean
California
$5.4K +$4.57K +50 New
LFG
686
Larson Financial Group
Missouri
$5.3K -$5.21K -57 -54%
HBW
687
Hazlett, Burt & Watson
West Virginia
$5K
AW
688
Avion Wealth
Texas
$5K +$914 +10 +25%
LWA
689
Lowe Wealth Advisors
Maryland
$4.97K +$4.2K +46 New
WWP
690
WR Wealth Planners
Missouri
$4.76K -$91 -1 -2%
WT
691
Whittier Trust
California
$4.75K +$2.47K +27 +159%
S
692
Sachetta
Massachusetts
$4.65K
CT
693
Colonial Trust
South Carolina
$4.65K
TCM
694
Tradewinds Capital Management
Washington
$4.32K
ADL
695
Asset Dedication LLC
California
$4.32K +$2.65K +29 +264%
GIM
696
Gold Investment Management
Alberta, Canada
$4.32K
RL
697
Rogco LP
Oklahoma
$4.32K
RIL
698
Rothschild Investment LLC
Illinois
$4.32K
VWA
699
Valued Wealth Advisors
Utah
$4.22K
DPW
700
DiNuzzo Private Wealth
Pennsylvania
$3.03K +$274 +3 +12%