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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
CWM
676
Copia Wealth Management
Oregon
$10.7K
BIA
677
Bell Investment Advisors
California
$10.4K
CTA
678
Colonial Trust Advisors
South Carolina
$9.89K -$5.92K -50 -33%
BBHC
679
Brown Brothers Harriman & Co
New York
$9.79K
PCFFS
680
Pacific Center for Financial Services
California
$9.79K
DJSG
681
D.J. St. Germain
Massachusetts
$9.5K
QL
682
Quarry LP
New York
$9.4K -$65.2K -550 -85%
BTI
683
Blue Trust Inc
Georgia
$9.4K -$9.72K -82 -46%
SO
684
Sierra Ocean
California
$9.3K +$5.33K +45 +90%
IWM
685
Inlight Wealth Management
Georgia
$9.3K +$11.3K +95 New
PP
686
PrairieView Partners
Minnesota
$9K
AssetMark Inc
687
AssetMark Inc
California
$8.95K -$830 -7 -7%
CIAS
688
CBIZ Investment Advisory Services
Ohio
$8.81K
HCP
689
Hexagon Capital Partners
Arkansas
$8.22K -$711 -6 -7%
HIIFS
690
Harel Insurance Investments & Financial Services
Israel
$8K -$3.08K -26 -25%
HFS
691
Hantz Financial Services
Michigan
$8K +$9.6K +81 New
SHIM
692
Stone House Investment Management
Pennsylvania
$7.64K +$9.24K +78 New
AWM
693
Activest Wealth Management
Florida
$7.05K -$5.92K -50 -41%
BWL
694
Bogart Wealth LLC
Virginia
$7.05K +$8.53K +72 New
CWC
695
Carolinas Wealth Consulting
North Carolina
$6.76K
IHWM
696
Iron Horse Wealth Management
Iowa
$6.27K
GWSG
697
GPS Wealth Strategies Group
Colorado
$6.17K +$7.47K +63 New
HWP
698
Highline Wealth Partners
California
$6.07K +$7.35K +62 New
WTC
699
WhitTier Trust Company
Nevada
$6.07K +$7.35K +62 New
BBPWM
700
Blue Bell Private Wealth Management
Pennsylvania
$5.68K +$6.87K +58 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.