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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
FHA
76
First Horizon Advisors
Tennessee
$10.8K +$10.3K +309 New
TRCT
77
Tower Research Capital (TRC)
New York
$9.52K +$9.07K +272 New
MA
78
MCF Advisors
Kentucky
$6.41K +$1.67K +50 +38%
PPC
79
Park Place Capital
Alabama
$3.43K +$3.27K +98 New
Osaic Holdings
80
Osaic Holdings
Arizona
$875 +$833 +25 New
ICM
81
Islay Capital Management
Texas
$350 +$333 +10 New
American Century Companies
82
American Century Companies
Missouri
– -$13M -420,881 Closed
FGP
83
Freestone Grove Partners
California
– -$5.52M -178,691 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.64M -150,000 Closed
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.21M -103,697 Closed
WP
86
Woodline Partners
California
– -$1.6M -51,674 Closed
TI
87
Trexquant Investment
Connecticut
– -$568K -18,377 Closed
OQS
88
Occudo Quantitative Strategies
Florida
– -$284K -9,318 Closed
Walleye Capital
89
Walleye Capital
New York
– -$263K -8,498 Closed
YIH
90
Y-Intercept (HK)
Hong Kong
– -$209K -6,752 Closed
ACM
91
Aster Capital Management
United Arab Emirates
– -$123K -4,062 Closed
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.