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776 hedge funds and large institutions have $11.8B invested in Twilio in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 269 increasing their positions, 263 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $780M | Put options by funds: $462M

42% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 91

4% more funds holding

Funds holding: 748776 (+28)

1.61% more ownership

Funds ownership: 77.69%79.29% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 263

8% less capital invested

Capital invested by funds: $12.9B → $11.8B (-$1.04B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
776
Holders Change
+28
Holders Change %
+3.74%
% of All Funds
10.4%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
129
Increased
269
Reduced
263
Closed
91
Calls
$780M
Puts
$462M
Net Calls
+$318M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$651K +$91.2K +770 +13%
CWM
402
CIBC World Markets
New York
$649K -$32.5K -274 -4%
PCA
403
Pallas Capital Advisors
Massachusetts
$645K +$20.3K +171 +3%
SRC
404
Sage Rhino Capital
California
$644K -$3.79K -32 -0.5%
AI
405
Atria Investments
North Carolina
$639K +$237K +2,003 +44%
AFG
406
Atomi Financial Group
New York
$622K +$73.6K +621 +11%
New York State Teachers Retirement System (NYSTRS)
407
New York State Teachers Retirement System (NYSTRS)
New York
$618K -$218K -1,840 -23%
US Bancorp
408
US Bancorp
Minnesota
$617K +$46.3K +391 +7%
STA
409
Summit Trail Advisors
New York
$614K +$23.5K +198 +3%
TMAM
410
Tokio Marine Asset Management
Japan
$612K
RSWM
411
Robertson Stephens Wealth Management
California
$600K -$23.8K -201 -3%
NL
412
NKCFO LLC
Illinois
$587K +$711K +6,000 New
PWM
413
Pinnacle Wealth Management
California
$586K +$709K +5,983 New
AWM
414
Accurate Wealth Management
Florida
$585K -$26.4K -223 -3%
NFSG
415
Newbridge Financial Services Group
Florida
$583K +$663K +5,591 +1,532%
FRA
416
Frank Rimerman Advisors
California
$582K
CIA
417
Concurrent Investment Advisors
Florida
$575K +$473K +3,993 +212%
Walleye Capital
418
Walleye Capital
New York
$566K -$2.04M -17,186 -75%
BFM
419
Boothbay Fund Management
New York
$559K -$7.88M -66,468 -92%
FFM
420
Forum Financial Management
Illinois
$553K +$130K +1,099 +24%
OC
421
Oppenheimer & Co
New York
$551K -$708K -5,977 -52%
PFS
422
Prospera Financial Services
Texas
$549K +$18.5K +156 +3%
WF
423
WinCap Financial
Massachusetts
$549K +$2.49K +21 +0.4%
GS
424
GWN Securities
Florida
$544K +$569K +4,800 New
GAA
425
Green Alpha Advisors
Colorado
$542K -$393K -3,317 -37%

TWLO Hedge Fund Activity: Q1 2025 in Review

776 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2025, worth a combined $11.8B — down 8.1% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new TWLO positions and 91 closed out — a net gain of 38 holders — while 269 added to existing stakes and 263 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $935M. The largest seller was Generation Investment Management, exiting entirely with an estimated $196M sold.

  • 776 institutional investors held Twilio (TWLO) as of Q1 2025, up from 748 in Q4 2024.
  • Funds reported $11.8B of Twilio stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 129 funds opened new Twilio positions in Q1 2025 and 91 closed out, a net change of +38 holders.
  • The largest Twilio buyer in Q1 2025 was JP Morgan Chase, an estimated $935M added.
  • The largest Twilio seller in Q1 2025 was Generation Investment Management, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2025.