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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
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$489K -$2.02M -67,211 -81%
Bank of America
52
Bank of America
North Carolina
$404K +$277K +9,238 +241%
BFM
53
Boothbay Fund Management
New York
$393K -$25.9K -862 -6%
GCM
54
Graham Capital Management
Connecticut
$310K +$302K +10,044 New
Franklin Resources
55
Franklin Resources
California
$309K – – –
OQS
56
Occudo Quantitative Strategies
Florida
$284K +$2.28K +76 +0.8%
Walleye Capital
57
Walleye Capital
New York
$263K +$255K +8,498 New
SEI Investments
58
SEI Investments
Pennsylvania
$252K -$150K -5,004 -38%
SSA
59
Schonfeld Strategic Advisors
New York
$252K +$245K +8,145 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$231K +$225K +7,484 New
YIH
61
Y-Intercept (HK)
Hong Kong
$209K -$34.8K -1,160 -15%
EMFAT
62
Emerald Mutual Fund Advisers Trust
Pennsylvania
$151K – – –
ACM
63
Aster Capital Management
United Arab Emirates
$123K +$122K +4,062 New
SOW
64
State of Wyoming
Wyoming
$113K +$110K +3,653 New
QT
65
Quantbot Technologies
New York
$82.2K -$82.5K -2,749 -51%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$42K -$174K -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 +$15K +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
1 2
3
4

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.