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TWFG

TWFG Inc
TWFG

76 hedge funds and large institutions have $365M invested in TWFG Inc in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

21% more funds holding

Funds holding: 63 → 76 (+13)

11% more capital invested

Capital invested by funds: $328M → $365M (+$36.5M)

1.76% less ownership

Funds ownership: 81.77% → 80.01% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$12.9M
2
Capital International Investors
Capital International Investors
California
+$6.43M
3
UBS Group
UBS Group
Switzerland
+$5M
4
BAMCO Inc
BAMCO Inc
New York
+$4.44M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$27.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.96M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.95M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.55M
5
ZP
Zimmer Partners
New York
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
ExodusPoint Capital Management
New York
$3.05M +$2.05M +65,968 +199%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$2.85M +$1.61M +51,700 +126%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$2.73M -$6.55M -210,679 -70%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.7M +$1.24M +40,052 +84%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$2.56M -$167K -5,368 -6%
Millennium Management
31
Millennium Management
New York
$2.46M +$2.48M +79,761 New
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$2.38M +$2.4M +77,186 New
Morgan Stanley
33
Morgan Stanley
New York
$2.26M +$1.22M +39,224 +115%
Citadel Advisors
34
Citadel Advisors
Florida
$2.2M -$8.96M -288,254 -80%
Squarepoint
35
Squarepoint
New York
$1.94M -$9.13K -294 -0.5%
WP
36
Woodline Partners
California
$1.91M – – –
JG
37
Jain Global
New York
$1.85M +$1.86M +60,000 New
RA
38
Royce & Associates
New York
$1.76M – – –
State Street
39
State Street
Massachusetts
$1.66M +$1.67M +53,765 New
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.34M +$1.35M +43,400 New
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.3M +$640K +20,600 +95%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$1.25M -$27.8M -894,628 -96%
LPL Financial
43
LPL Financial
California
$960K +$111K +3,585 +13%
SGM
44
Seven Grand Managers
New York
$924K – – –
Northern Trust
45
Northern Trust
Illinois
$765K -$42.4K -1,365 -5%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$755K +$767K +24,676 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$688K +$694K +22,343 New
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$681K +$65.8K +2,118 +11%
AG
49
Ascent Group
Virginia
$585K +$590K +18,996 New
PP
50
PDT Partners
New York
$499K +$503K +16,195 New
1
2
3 4

TWFG Hedge Fund Activity: Q4 2024 in Review

76 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q4 2024, worth a combined $365M — up 11% from $328M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TWFG positions and 8 closed out — a net gain of 14 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $12.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $27.8M.

  • 76 institutional investors held TWFG Inc (TWFG) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $365M of TWFG Inc stock for Q4 2024, up 11% quarter-over-quarter.
  • 22 funds opened new TWFG Inc positions in Q4 2024 and 8 closed out, a net change of +14 holders.
  • The largest TWFG Inc buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $12.9M added.
  • The largest TWFG Inc seller in Q4 2024 was T. Rowe Price Associates, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.