We are live on ! Find out more
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
XT
51
XTX Topco
Cayman Islands
$521K +$497K +14,899 New
PP
52
PDT Partners
New York
$492K -$94.3K -2,830 -17%
SSA
53
Schonfeld Strategic Advisors
New York
$454K +$161K +4,821 +59%
HF
54
HRT Financial
New York
$399K +$380K +11,413 New
Franklin Resources
55
Franklin Resources
California
$350K – – –
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$342K +$325K +9,762 New
SEI Investments
57
SEI Investments
Pennsylvania
$326K +$38.6K +1,157 +14%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$295K +$281K +8,417 New
Squarepoint
59
Squarepoint
New York
$281K +$268K +8,039 New
GCM
60
Graham Capital Management
Connecticut
$267K -$80.3K -2,409 -24%
JP Morgan Chase
61
JP Morgan Chase
New York
$242K -$683K -20,495 -75%
VF
62
Virtu Financial
New York
$228K +$217K +6,523 New
Man Group
63
Man Group
United Kingdom
$223K +$212K +6,371 New
SF
64
Symphony Financial
Texas
$209K +$202K +6,049 New
Charles Schwab
65
Charles Schwab
California
$203K +$193K +5,800 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$199K +$144K +4,305 +317%
SOW
67
State of Wyoming
Wyoming
$182K +$51.2K +1,535 +42%
EMFAT
68
Emerald Mutual Fund Advisers Trust
Pennsylvania
$172K – – –
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$155K +$148K +4,435 New
QT
70
Quantbot Technologies
New York
$142K +$46.5K +1,395 +52%
US Bancorp
71
US Bancorp
Minnesota
$54.3K +$51.7K +1,550 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$22.6K +$4.9K +147 +29%
Raymond James Financial
74
Raymond James Financial
Florida
$17.5K +$16.7K +500 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15K +$14.3K +429 New
1 2
3
4

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.