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TWFG

TWFG Inc
TWFG

70 hedge funds and large institutions have $361M invested in TWFG Inc in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $365M → $361M (-$3.46M)

1.52% less ownership

Funds ownership: 80.01% → 78.49% (-1.5%)

8% less funds holding

Funds holding: 76 → 70 (-6)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
29
Closed
15
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
+$13.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$6.59M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$4.78M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.17M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.7M
2
N
Nuveen
North Carolina
-$6.32M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.59M
4
American Century Companies
American Century Companies
Missouri
-$4.18M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.98M -$296K -9,856 -9%
Morgan Stanley
27
Morgan Stanley
New York
$2.9M +$618K +20,591 +28%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$2.73M -$10.4K -345 -0.4%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.57M -$129K -4,298 -5%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$2.44M -$416K -13,851 -15%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$2.19M -$194K -6,462 -8%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$2.1M +$1.31M +43,535 +176%
RA
33
Royce & Associates
New York
$1.76M +$510 +17 +0%
Citadel Advisors
34
Citadel Advisors
Florida
$1.76M -$441K -14,680 -21%
Millennium Management
35
Millennium Management
New York
$1.73M -$719K -23,935 -30%
State Street
36
State Street
Massachusetts
$1.69M +$28.5K +950 +2%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$1.64M +$320K +10,666 +25%
WP
38
Woodline Partners
California
$1.6M -$310K -10,326 -17%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.53M +$186K +6,200 +14%
AG
40
Ascent Group
Virginia
$1.36M +$747K +24,887 +131%
Goldman Sachs
41
Goldman Sachs
New York
$1.26M -$8.7M -289,711 -88%
Northern Trust
42
Northern Trust
Illinois
$994K +$220K +7,317 +29%
William Blair & Company
43
William Blair & Company
Illinois
$969K +$941K +31,336 New
LPL Financial
44
LPL Financial
California
$950K -$13.3K -442 -1%
SGM
45
Seven Grand Managers
New York
$927K – – –
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$879K -$362K -12,062 -30%
JP Morgan Chase
47
JP Morgan Chase
New York
$847K +$423K +14,083 +106%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$699K +$14.8K +492 +2%
TI
49
Trexquant Investment
Connecticut
$568K +$552K +18,377 New
PP
50
PDT Partners
New York
$522K +$20.8K +692 +4%
1
2
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TWFG Hedge Fund Activity: Q1 2025 in Review

70 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q1 2025, worth a combined $361M — down 0.95% from $365M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TWFG and 10 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.1M. The largest seller was Goldman Sachs, cutting an estimated $8.7M.

  • 70 institutional investors held TWFG Inc (TWFG) as of Q1 2025, down from 76 in Q4 2024.
  • Funds reported $361M of TWFG Inc stock for Q1 2025, down 0.95% quarter-over-quarter.
  • 10 funds opened new TWFG Inc positions in Q1 2025 and 15 closed out, a net change of -5 holders.
  • The largest TWFG Inc buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $13.1M added.
  • The largest TWFG Inc seller in Q1 2025 was Goldman Sachs, an estimated $8.7M sold.

Based on aggregated 13F filings for Q1 2025.