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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$13.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$6.59M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$4.78M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.17M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.7M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.32M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.59M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$4.18M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
76
Symphony Financial
Houston,
Texas
| – | -$336K | -11,049 | Closed |
|
|
PD
77
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$339K | -10,997 | Closed |
|
78
Norges Bank
Oslo,
Norway
| – | -$297K | -9,631 | Closed |
|
79
D.E. Shaw & Co
New York
| – | -$282K | -9,153 | Closed |
|
80
Janus Henderson Group
London,
United Kingdom
| – | -$211K | -6,866 | Closed |
|
|
QC
81
Quadrature Capital
London,
United Kingdom
| – | -$202K | -6,552 | Closed |
|
|
SIM
82
Sandia Investment Management
Boston,
Massachusetts
| – | -$154K | -5,000 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$99.6K | -3,233 | Closed |
|
|
VWM
84
Venturi Wealth Management
Austin,
Texas
| – | -$86.2K | -2,800 | Closed |
|
|
RS
85
R Squared
Central,
Hong Kong
| – | -$15.7K | -510 | Closed |
|
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.