Twilio
TWLO
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.
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: 748 → 776 (+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: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$935M |
| 2 |
SPC
Slate Path Capital
New York
|
+$131M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$112M |
| 4 |
MC
Maplelane Capital
New York
|
+$88.3M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$78.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$196M |
| 2 |
ACI
Amazon.com Inc
Seattle,
Washington
|
-$191M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$180M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$179M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$111M |
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.