Twilio
TWLO
870 hedge funds and large institutions have $19.5B invested in Twilio in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 271 increasing their positions, 289 reducing their positions, and 77 closing their positions.
143% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 77
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
38% more capital invested
Capital invested by funds: $14.1B → $19.5B (+$5.4B)
12% more funds holding
Funds holding: 776 → 870 (+94)
1% more call options, than puts
Call options by funds: $564M | Put options by funds: $559M
6% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 289
2.27% less ownership
Funds ownership: 91.54% → 89.26% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$288M |
| 2 |
SIM
SRS Investment Management
New York
|
+$224M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$189M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$141M |
| 5 |
SPC
Slate Path Capital
New York
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$289M |
| 2 |
JP Morgan Chase
New York
|
-$221M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
-$197M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$172M |
| 5 |
SHCM
Sachem Head Capital Management
New York
|
-$124M |
TWLO Hedge Fund Activity: Q4 2025 in Review
870 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2025, worth a combined $19.5B — up 38% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new TWLO positions and 77 closed out — a net gain of 110 holders — while 271 added to existing stakes and 289 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $288M. The largest seller was Alyeska Investment Group, cutting an estimated $289M.
- 870 institutional investors held Twilio (TWLO) as of Q4 2025, up from 776 in Q3 2025.
- Funds reported $19.5B of Twilio stock for Q4 2025, up 38% quarter-over-quarter.
- 187 funds opened new Twilio positions in Q4 2025 and 77 closed out, a net change of +110 holders.
- The largest Twilio buyer in Q4 2025 was Fidelity Investments, an estimated $288M added.
- The largest Twilio seller in Q4 2025 was Alyeska Investment Group, an estimated $289M sold.
Based on aggregated 13F filings for Q4 2025.