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TWFG

TWFG Inc
TWFG

70 hedge funds and large institutions have $349M invested in TWFG Inc in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 67 → 70 (+3)

5% more capital invested

Capital invested by funds: $334M → $349M (+$15.2M)

0.32% less ownership

Funds ownership: 81.14% → 80.82% (-0.32%)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$13.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$4.47M
3
RP
Riverbridge Partners
Minnesota
+$1.39M
4
GC
Giverny Capital
Quebec, Canada
+$848K
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$727K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$7.37M
2
NCGI
Next Century Growth Investors
Minnesota
-$3.93M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.89M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.81M
5
WP
Woodline Partners
California
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Ghisallo Capital Management
Massachusetts
$1.44M -$1.36M -50,000 -50%
UBS Group
27
UBS Group
Switzerland
$1.32M -$7.07K -260 -0.6%
Bank of America
28
Bank of America
North Carolina
$1.23M +$340K +12,516 +41%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.13M +$78.8K +2,900 +8%
Morgan Stanley
30
Morgan Stanley
New York
$1.04M -$918K -33,791 -48%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$950K +$48.9K +1,800 +6%
Two Sigma Investments
32
Two Sigma Investments
New York
$947K -$2.89M -106,278 -76%
Raymond James Financial
33
Raymond James Financial
Florida
$921K +$64.6K +2,376 +8%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$789K -$687K -25,257 -48%
SSA
35
Schonfeld Strategic Advisors
New York
$772K +$351K +12,912 +93%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$738K +$82.4K +3,031 +13%
ECM
37
ExodusPoint Capital Management
New York
$603K -$508K -18,708 -47%
William Blair & Company
38
William Blair & Company
Illinois
$572K -$223K -8,186 -29%
DTL
39
Dynamic Technology Lab
Singapore
$468K +$442K +16,252 New
DL
40
Dockside LLC
New York
$460K +$435K +15,987 New
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$442K -$35.1K -1,290 -8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$438K +$414K +15,231 New
SEI Investments
43
SEI Investments
Pennsylvania
$364K +$18.2K +670 +6%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$352K +$76.1K +2,800 +30%
BW
45
Blalock Williams
Alabama
$344K +$63.7K +2,343 +24%
SFI
46
Susquehanna Fundamental Investments
Pennsylvania
$337K +$319K +11,724 New
SPS
47
Susquehanna Portfolio Strategies
Pennsylvania
$301K -$177K -6,502 -38%
American Century Companies
48
American Century Companies
Missouri
$296K – – –
Franklin Resources
49
Franklin Resources
California
$288K – – –
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$285K +$269K +9,890 New
1
2
3 4

TWFG Hedge Fund Activity: Q4 2025 in Review

70 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q4 2025, worth a combined $349M — up 4.6% from $334M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TWFG positions and 10 closed out — a net gain of 3 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $13.9M. The largest seller was Victory Capital Management, cutting an estimated $7.37M.

  • 70 institutional investors held TWFG Inc (TWFG) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $349M of TWFG Inc stock for Q4 2025, up 4.6% quarter-over-quarter.
  • 13 funds opened new TWFG Inc positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest TWFG Inc buyer in Q4 2025 was Capital International Investors, an estimated $13.9M added.
  • The largest TWFG Inc seller in Q4 2025 was Victory Capital Management, an estimated $7.37M sold.

Based on aggregated 13F filings for Q4 2025.