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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
CI
626
CX Institutional
Indiana
$39K +$47.8K +403 New
JWA
627
JFS Wealth Advisors
Pennsylvania
$38.9K +$2.61K +22 +6%
UB
628
UMB Bank
Missouri
$37.2K +$45K +380 New
TFIPS
629
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.3K +$35.6K +300 +600%
CCM
630
Cloud Capital Management
Washington
$34K +$41.2K +348 New
NRG
631
Nemes Rush Group
Michigan
$33.5K
TH
632
TCTC Holdings
Texas
$33.1K +$21.7K +183 +118%
CWM
633
Centricity Wealth Management
Ohio
$30.9K -$10.3K -87 -22%
AAM
634
Advisors Asset Management
Colorado
$29.5K -$237 -2 -0.7%
TCOV
635
Trust Company of Vermont
Vermont
$29.4K
FGAM
636
Financial Gravity Asset Management
Texas
$27.7K +$33.5K +283 New
RFG
637
REAP Financial Group
Texas
$26.6K +$17.4K +147 +118%
CPG
638
Cornerstone Planning Group
New Jersey
$26.4K -$19.9K -168 -36%
RTC
639
Riverview Trust Company
Washington
$25.7K
SS
640
Sunbelt Securities
Texas
$25.3K
HWM
641
Hemington Wealth Management
Virginia
$25K +$11.1K +94 +58%
LI
642
LRI Investments
Florida
$24.8K +$30.1K +254 New
AWM
643
Abound Wealth Management
Tennessee
$24.5K
BOJHT
644
Bank of Jackson Hole Trust
Wyoming
$24K
FHA
645
First Horizon Advisors
Tennessee
$23.1K +$2.61K +22 +10%
GKIM
646
GW&K Investment Management
Massachusetts
$22K +$26.5K +224 New
KWM
647
Kiker Wealth Management
Georgia
$21.8K +$26.4K +223 New
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$21.5K -$21.3K -180 -45%
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$20.5K +$24.6K +208 +20,800%
RCM
650
Raleigh Capital Management
North Carolina
$20K -$68.5K -578 -74%

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.