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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
HWM
726
HighMark Wealth Management
Minnesota
$1.08K
SIC
727
Salem Investment Counselors
North Carolina
$1.08K
WBC
728
West Branch Capital
Massachusetts
$1.08K
CPL
729
Capital & Planning LLC
Georgia
$1.08K +$914 +10 New
CSWM
730
Cassady Schiller Wealth Management
Ohio
$1.08K +$914 +10 New
CW
731
Curio Wealth
Maryland
$1.08K +$914 +10 New
FWA
732
Flagship Wealth Advisors
Massachusetts
$1.08K +$914 +10 New
MIFH
733
Migdal Insurance & Financial Holdings
Israel
$1K -$5.03K -55 -82%
WWM
734
Wolff Wiese Magana
California
$973 +$91 +1 +13%
GFPC
735
Global Financial Private Client
Florida
$973 +$823 +9 New
PWA
736
Principia Wealth Advisory
Texas
$973 +$823 +9 New
GWM
737
Geneos Wealth Management
Colorado
$865 -$731 -8 -50%
OP
738
ORG Partners
Indiana
$648
DWM
739
Darwin Wealth Management
Florida
$540
PWM
740
Parkworth Wealth Management
California
$540 +$457 +5 New
Pacer Advisors
741
Pacer Advisors
Pennsylvania
$432 -$262M -2,867,619 -100%
WW
742
Winnow Wealth
Texas
$377 +$366 +4 New
HNW
743
High Note Wealth
Minnesota
$216 +$183 +2 New
MA
744
Modus Advisors
Minnesota
$216 +$183 +2 New
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$108 +$91 +1 New
GWP
746
Gen-Wealth Partners
Michigan
$108 +$91 +1 New
GAM
747
Goldentree Asset Management
New York
-$51.9M -798,102 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
748
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.6M -193,200 Closed
Calamos Advisors
749
Calamos Advisors
Illinois
-$6.3M -96,671 Closed
IAIM
750
International Assets Investment Management
Florida
-$1.37K -89,091 Closed