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.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

0.32% less ownership

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

Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$13.9M
2
+$4.47M
3
+$1.39M
4
GC
Giverny Capital
Quebec, Canada
+$848K
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$727K

Top Sellers

1
-$7.37M
2
-$3.93M
3
-$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
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$207K
Citigroup
53
Citigroup
New York
$183K
EMFAT
54
Emerald Mutual Fund Advisers Trust
Pennsylvania
$141K
QCG
55
Quadrant Capital Group
Ohio
$67.8K
ACM
56
Aquatic Capital Management
Illinois
$43.7K
Russell Investments Group
57
Russell Investments Group
United Kingdom
$40.9K
US Bancorp
58
US Bancorp
Minnesota
$36.2K
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$33K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$25.8K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$22.8K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$20K
FFA
63
Farther Finance Advisors
California
$9.7K
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$2.88K
IAIM
66
International Assets Investment Management
Florida
$2.88K
ACM
67
Aster Capital Management
United Arab Emirates
$863
GI
68
GAMMA Investing
California
$259
RIAS
69
Rachor Investment Advisory Services
Michigan
$173
Barclays
70
Barclays
United Kingdom
$29
NCGI
71
Next Century Growth Investors
Minnesota
–
Two Sigma Advisers
72
Two Sigma Advisers
New York
–
WP
73
Woodline Partners
California
–
SGM
74
Seven Grand Managers
New York
–
BFM
75
Boothbay Fund Management
New York
–
1 2
3
4