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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
Millennium Management
51
Millennium Management
New York
$238K -$395K -14,536 -64%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$207K +$56.2K +2,069 +40%
Citigroup
53
Citigroup
New York
$183K +$50.6K +1,861 +41%
EMFAT
54
Emerald Mutual Fund Advisers Trust
Pennsylvania
$141K – – –
QCG
55
Quadrant Capital Group
Ohio
$67.8K +$64.1K +2,357 New
ACM
56
Aquatic Capital Management
Illinois
$43.7K +$41.3K +1,520 New
Russell Investments Group
57
Russell Investments Group
United Kingdom
$40.9K -$102K -3,747 -73%
US Bancorp
58
US Bancorp
Minnesota
$36.2K -$1.69K -62 -5%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$33K -$831K -30,576 -96%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$25.8K +$12.3K +454 +103%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$22.8K +$435 +16 +2%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
FFA
63
Farther Finance Advisors
California
$9.7K +$9.16K +337 New
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88K – – –
IAIM
65
International Assets Investment Management
Florida
$2.88K +$2.72K +100 New
Jones Financial Companies
66
Jones Financial Companies
Missouri
$2.88K +$2.72K +100 New
ACM
67
Aster Capital Management
United Arab Emirates
$863 -$3.7K -136 -82%
GI
68
GAMMA Investing
California
$259 +$245 +9 New
RIAS
69
Rachor Investment Advisory Services
Michigan
$173 +$163 +6 New
Barclays
70
Barclays
United Kingdom
$29 +$27 +1 New
NCGI
71
Next Century Growth Investors
Minnesota
– -$3.93M -143,340 Closed
Two Sigma Advisers
72
Two Sigma Advisers
New York
– -$1.81M -65,800 Closed
WP
73
Woodline Partners
California
– -$1.59M -58,003 Closed
SGM
74
Seven Grand Managers
New York
– -$1.37M -50,000 Closed
BFM
75
Boothbay Fund Management
New York
– -$549K -20,000 Closed
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.