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TWFG

TWFG Inc
TWFG

67 hedge funds and large institutions have $334M invested in TWFG Inc in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

3.33% more ownership

Funds ownership: 77.81% → 81.14% (+3.3%)

17% less funds holding

Funds holding: 81 → 67 (-14)

18% less capital invested

Capital invested by funds: $406M → $334M (-$71.8M)

54% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 24

Holders
67
Holders Change
-14
Holders Change %
-17.28%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
21
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Central Securities
New York
+$13M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.6M
3
RP
Riverbridge Partners
Minnesota
+$5.73M
4
BCM
Brasada Capital Management
Texas
+$4.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$13.2M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.45M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.74M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.81M +$436K +15,100 +30%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$1.71M +$144K +4,968 +9%
State Street
28
State Street
Massachusetts
$1.66M +$144K +5,000 +9%
WP
29
Woodline Partners
California
$1.59M +$1.68M +58,003 New
RA
30
Royce & Associates
New York
$1.56M – – –
Northern Trust
31
Northern Trust
Illinois
$1.48M +$76.5K +2,648 +5%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.45M -$758K -26,217 -33%
SGM
33
Seven Grand Managers
New York
$1.37M +$289K +10,000 +25%
UBS Group
34
UBS Group
Switzerland
$1.27M +$481K +16,657 +56%
ECM
35
ExodusPoint Capital Management
New York
$1.09M -$251K -8,674 -18%
Renaissance Technologies
36
Renaissance Technologies
New York
$996K -$1.23M -42,700 -54%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$868K -$1.16M -40,006 -56%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$857K +$91.6K +3,171 +11%
Bank of America
39
Bank of America
North Carolina
$828K -$591K -20,438 -40%
Raymond James Financial
40
Raymond James Financial
Florida
$814K +$842K +29,150 +5,830%
William Blair & Company
41
William Blair & Company
Illinois
$771K -$11.7K -405 -1%
Millennium Management
42
Millennium Management
New York
$626K -$2.64M -91,263 -80%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$620K – – –
BFM
44
Boothbay Fund Management
New York
$549K -$616K -21,334 -52%
SPS
45
Susquehanna Portfolio Strategies
Pennsylvania
$466K +$491K +16,975 New
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$457K +$46.2K +1,600 +11%
SSA
47
Schonfeld Strategic Advisors
New York
$382K +$28K +970 +7%
SEI Investments
48
SEI Investments
Pennsylvania
$328K +$76.9K +2,660 +29%
American Century Companies
49
American Century Companies
Missouri
$282K +$297K +10,277 New
Franklin Resources
50
Franklin Resources
California
$274K – – –
1
2
3 4

TWFG Hedge Fund Activity: Q3 2025 in Review

67 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q3 2025, worth a combined $334M — down 18% from $406M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TWFG and 11 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 27 added.

The largest buyer was Central Securities, opening a new position worth an estimated $13M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $13.2M sold.

  • 67 institutional investors held TWFG Inc (TWFG) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $334M of TWFG Inc stock for Q3 2025, down 18% quarter-over-quarter.
  • 11 funds opened new TWFG Inc positions in Q3 2025 and 24 closed out, a net change of -13 holders.
  • The largest TWFG Inc buyer in Q3 2025 was Central Securities, an estimated $13M added.
  • The largest TWFG Inc seller in Q3 2025 was Driehaus Capital Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2025.