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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
IFWM
526
Institute for Wealth Management
Colorado
$248K
SB
527
SIG Brokerage
New York
$246K +$298K +2,511 New
SMH
528
Sanders Morris Harris
Texas
$245K
VAM
529
Valliance Asset Management
Hong Kong
$245K +$296K +2,500 New
LA
530
LVW Advisors
New York
$243K +$294K +2,478 New
KWM
531
Kingsview Wealth Management
Oregon
$237K -$22.6K -191 -7%
OPWM
532
Oxinas Partners Wealth Management
Indiana
$237K +$287K +2,420 New
SFC
533
SYM Financial Corp
Indiana
$236K +$2.02K +17 +0.7%
XWM
534
Xcel Wealth Management
Florida
$233K
CIM
535
Cambria Investment Management
California
$232K +$281K +2,372 New
BM
536
Brandywine Managers
Delaware
$231K
BPAMU
537
BTG Pactual Asset Management US
New York
$229K +$277K +2,338 New
SW
538
SkyOak Wealth
Michigan
$228K -$71.1K -600 -20%
AWA
539
Arete Wealth Advisors
Illinois
$227K +$2.61K +22 +1%
WPC
540
Wedmont Private Capital
Pennsylvania
$226K +$309K +2,606 New
ACA
541
Affinity Capital Advisors
California
$225K +$356 +3 +0.1%
EI
542
Ellevest Inc
New York
$225K +$272K +2,295 New
SC
543
Savant Capital
Illinois
$225K -$3.01M -25,414 -92%
IAS
544
Insigneo Advisory Services
Florida
$224K +$271K +2,283 New
SFCL
545
Strengthening Families & Communities LLC
Massachusetts
$223K +$14.8K +125 +6%
NI
546
Natural Investments
California
$223K +$1.9K +16 +0.7%
VSQM
547
V-Square Quantitative Management
Illinois
$222K +$34.1K +288 +15%
CPA
548
Cardiff Park Advisors
California
$222K -$2.25K -19 -0.8%
TBT
549
Texas Bank & Trust
Texas
$220K
FAM
550
Fred Alger Management
New York
$217K +$263K +2,217 New

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.