Twilio
TWLO
824 hedge funds and large institutions have $16.3B invested in Twilio in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 259 reducing their positions, and 104 closing their positions.
59% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 104
39% more call options, than puts
Call options by funds: $585M | Put options by funds: $421M
38% more capital invested
Capital invested by funds: $11.8B → $16.3B (+$4.46B)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
11% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 259
6.67% more ownership
Funds ownership: 79.29% → 85.96% (+6.7%)
6% more funds holding
Funds holding: 776 → 824 (+48)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$277M |
| 2 |
JP Morgan Chase
New York
|
+$276M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$241M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$181M |
| 5 |
BlackRock
New York
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$135M |
| 2 |
Two Sigma Investments
New York
|
-$129M |
| 3 |
SPC
Slate Path Capital
New York
|
-$108M |
| 4 |
D.E. Shaw & Co
New York
|
-$101M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$57.4M |
TWLO Hedge Fund Activity: Q2 2025 in Review
824 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q2 2025, worth a combined $16.3B — up 38% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new TWLO positions and 104 closed out — a net gain of 61 holders — while 288 added to existing stakes and 259 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $277M. The largest seller was Two Sigma Advisers, cutting an estimated $135M.
- 824 institutional investors held Twilio (TWLO) as of Q2 2025, up from 776 in Q1 2025.
- Funds reported $16.3B of Twilio stock for Q2 2025, up 38% quarter-over-quarter.
- 165 funds opened new Twilio positions in Q2 2025 and 104 closed out, a net change of +61 holders.
- The largest Twilio buyer in Q2 2025 was Royal Bank of Canada, an estimated $277M added.
- The largest Twilio seller in Q2 2025 was Two Sigma Advisers, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2025.