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TWFG

TWFG Inc
TWFG

63 hedge funds and large institutions have $328M invested in TWFG Inc in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81.77% more ownership

Funds ownership: 0% → 81.77% (+82%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$29.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$24.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.3M
5
N
Nuveen
North Carolina
+$20.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Soros Fund Management
New York
$2.71M +$2.59M +100,000 New
Marshall Wace
27
Marshall Wace
United Kingdom
$2.64M +$2.52M +97,175 New
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$2.4M +$2.29M +88,400 New
Squarepoint
29
Squarepoint
New York
$1.72M +$1.64M +63,294 New
WP
30
Woodline Partners
California
$1.68M +$1.61M +62,000 New
RA
31
Royce & Associates
New York
$1.55M +$1.48M +57,000 New
MIM
32
Monashee Investment Management
Massachusetts
$1.39M +$1.33M +51,277 New
DKCM
33
Davidson Kempner Capital Management
New York
$1.36M +$1.3M +50,000 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.29M +$1.23M +47,524 New
Citigroup
35
Citigroup
New York
$1.2M +$1.14M +44,105 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.11M +$1.06M +40,966 New
Morgan Stanley
37
Morgan Stanley
New York
$926K +$886K +34,159 New
ECM
38
ExodusPoint Capital Management
New York
$899K +$860K +33,154 New
SGM
39
Seven Grand Managers
New York
$814K +$778K +30,000 New
LPL Financial
40
LPL Financial
California
$748K +$716K +27,586 New
Northern Trust
41
Northern Trust
Illinois
$711K +$680K +26,210 New
Norges Bank
42
Norges Bank
Norway
$678K +$648K +25,000 New
TD Asset Management
43
TD Asset Management
Ontario, Canada
$608K +$562K +21,676 New
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$542K +$519K +20,000 New
BFM
45
Boothbay Fund Management
New York
$489K +$468K +18,024 New
PMAM
46
Picton Mahoney Asset Management
Ontario, Canada
$461K +$441K +17,000 New
Bank of America
47
Bank of America
North Carolina
$348K +$333K +12,833 New
SF
48
Symphony Financial
Texas
$310K +$287K +11,049 New
Franklin Resources
49
Franklin Resources
California
$293K +$259K +10,000 New
MS
50
Maven Securities
Jersey
$280K +$268K +10,340 New
1
2
3

TWFG Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q3 2024, worth a combined $328M.

Buyers outnumbered sellers: 63 funds opened new TWFG positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $33.4M.

  • 63 institutional investors held TWFG Inc (TWFG) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $328M of TWFG Inc stock for Q3 2024.
  • 63 funds opened new TWFG Inc positions in Q3 2024 and 0 closed out, a net change of +63 holders.
  • The largest TWFG Inc buyer in Q3 2024 was Fidelity Investments, an estimated $33.4M added.

Based on aggregated 13F filings for Q3 2024.