TWFG

TWFG, Inc. Common Stock
TWFG

Overview Fund Activity

70 hedge funds and large institutions have $361M invested in TWFG, Inc. Common Stock in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$61.5M
2
Victory Capital Management
Victory Capital Management
Texas
$6.78M
3
AllianceBernstein
AllianceBernstein
Tennessee
$36.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$6.44M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.11M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.26M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$27.2M
3
American Century Companies
American Century Companies
Missouri
$13M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$489K
5
Squarepoint
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$489K -$2.08M -67,211 -81%
Bank of America
52
Bank of America
North Carolina
$404K +$286K +9,238 +241%
BFM
53
Boothbay Fund Management
New York
$393K -$26.6K -862 -6%
GCM
54
Graham Capital Management
Connecticut
$310K +$310K +10,044 New
Franklin Resources
55
Franklin Resources
California
$309K – – –
OQS
56
Occudo Quantitative Strategies
Florida
$284K +$2.32K +76 +0.8%
Walleye Capital
57
Walleye Capital
New York
$263K +$263K +8,498 New
SEI Investments
58
SEI Investments
Pennsylvania
$252K -$155K -5,004 -38%
SSA
59
Schonfeld Strategic Advisors
New York
$252K +$252K +8,145 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$231K +$231K +7,484 New
YIH
61
Y-Intercept (HK)
Hong Kong
$209K -$35.9K -1,160 -15%
EMFAT
62
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K – – –
ACM
63
Aster Capital Management
United Arab Emirates
$123K +$123K +4,062 New
SOW
64
State of Wyoming
Wyoming
$113K +$113K +3,653 New
QT
65
Quantbot Technologies
New York
$82.2K -$85K -2,749 -51%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$42K -$179K -5,803 -81%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$15.5K – – –
RIM
69
Rakuten Investment Management
Japan
$15.3K +$15.3K +500 New
MA
70
MCF Advisors
Kentucky
$4.11K – – –
Squarepoint
71
Squarepoint
New York
– -$1.94M -63,000 Closed
JG
72
Jain Global
New York
– -$1.85M -60,000 Closed
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
– -$688K -22,343 Closed
PMAM
74
Picton Mahoney Asset Management
Ontario, Canada
– -$462K -15,000 Closed
Jane Street
75
Jane Street
New York
– -$351K -11,390 Closed
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