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TWFG

TWFG Inc
TWFG

81 hedge funds and large institutions have $406M invested in TWFG Inc in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

16% more funds holding

Funds holding: 70 → 81 (+11)

12% more capital invested

Capital invested by funds: $361M → $406M (+$44.4M)

0.68% less ownership

Funds ownership: 78.49% → 77.81% (-0.68%)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
32
Reduced
22
Closed
10
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
+$15.6M
2
RP
Riverbridge Partners
Minnesota
+$11.5M
3
GC
Giverny Capital
Quebec, Canada
+$5.93M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.24M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$13M
2
Capital International Investors
Capital International Investors
California
-$12.1M
3
FGP
Freestone Grove Partners
California
-$5.52M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.64M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$2.74M +$248K +7,440 +11%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$2.69M -$2.64M -79,283 -51%
Morgan Stanley
28
Morgan Stanley
New York
$2.6M -$656K -19,668 -21%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$2.5M +$118K +3,527 +5%
Goldman Sachs
30
Goldman Sachs
New York
$2.37M +$903K +27,092 +67%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$2.01M +$148K +4,452 +8%
RA
32
Royce & Associates
New York
$2M – – –
State Street
33
State Street
Massachusetts
$1.95M +$30K +900 +2%
LIP
34
Lighthouse Investment Partners
Florida
$1.89M -$1.42M -42,609 -44%
Northern Trust
35
Northern Trust
Illinois
$1.79M +$635K +19,042 +59%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.77M +$36.7K +1,100 +2%
Bank of America
37
Bank of America
North Carolina
$1.77M +$1.25M +37,546 +287%
AG
38
Ascent Group
Virginia
$1.7M +$155K +4,664 +11%
ECM
39
ExodusPoint Capital Management
New York
$1.69M -$2.79M -83,593 -63%
BFM
40
Boothbay Fund Management
New York
$1.45M +$955K +28,634 +225%
SGM
41
Seven Grand Managers
New York
$1.4M +$333K +10,000 +33%
Jane Street
42
Jane Street
New York
$1.22M +$1.16M +34,831 New
Citadel Advisors
43
Citadel Advisors
Florida
$1.12M -$828K -24,840 -44%
LPL Financial
44
LPL Financial
California
$1.11M +$36.9K +1,108 +4%
UBS Group
45
UBS Group
Switzerland
$1.03M -$2.96M -88,661 -75%
William Blair & Company
46
William Blair & Company
Illinois
$997K -$95K -2,849 -9%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$982K -$13K -390 -1%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$791K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$642K +$362K +10,869 +145%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$527K -$25.3K -758 -5%
1
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TWFG Hedge Fund Activity: Q2 2025 in Review

81 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q2 2025, worth a combined $406M — up 12% from $361M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TWFG positions and 10 closed out — a net gain of 12 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.6M. The largest seller was American Century Companies, exiting entirely with an estimated $13M sold.

  • 81 institutional investors held TWFG Inc (TWFG) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $406M of TWFG Inc stock for Q2 2025, up 12% quarter-over-quarter.
  • 22 funds opened new TWFG Inc positions in Q2 2025 and 10 closed out, a net change of +12 holders.
  • The largest TWFG Inc buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $15.6M added.
  • The largest TWFG Inc seller in Q2 2025 was American Century Companies, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.