Twilio
TWLO
773 hedge funds and large institutions have $14.1B invested in Twilio in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 154 closing their positions.
5.56% more ownership
Funds ownership: 85.97% → 91.53% (+5.6%)
2% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 270
6% less funds holding
Funds holding: 822 → 773 (-49)
12% less call options, than puts
Call options by funds: $401M | Put options by funds: $457M
14% less capital invested
Capital invested by funds: $16.3B → $14.1B (-$2.23B)
23% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 154
53% less funds holding in top 10
Funds holding in top 10: 17 → 8 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$534M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$391M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$300M |
| 4 |
State Street
Boston,
Massachusetts
|
+$214M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$138M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$127M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
-$100M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$98.5M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$71.3M |
TWLO Hedge Fund Activity: Q3 2025 in Review
773 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2025, worth a combined $14.1B — down 14% from $16.3B a quarter earlier.
Sellers outnumbered buyers: 154 funds closed out of TWLO and 118 opened new positions — a net loss of 36 holders — while 270 trimmed existing stakes and 265 added.
The largest buyer was BlackRock, adding an estimated $534M. The largest seller was JP Morgan Chase, cutting an estimated $138M.
- 773 institutional investors held Twilio (TWLO) as of Q3 2025, down from 822 in Q2 2025.
- Funds reported $14.1B of Twilio stock for Q3 2025, down 14% quarter-over-quarter.
- 118 funds opened new Twilio positions in Q3 2025 and 154 closed out, a net change of -36 holders.
- The largest Twilio buyer in Q3 2025 was BlackRock, an estimated $534M added.
- The largest Twilio seller in Q3 2025 was JP Morgan Chase, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2025.