TWFG Inc
TWFG
67 hedge funds and large institutions have $334M invested in TWFG Inc in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 24 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
3.33% more ownership
Funds ownership: 77.81% → 81.14% (+3.3%)
17% less funds holding
Funds holding: 81 → 67 (-14)
18% less capital invested
Capital invested by funds: $406M → $334M (-$71.8M)
54% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Central Securities
New York
|
+$13M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$10.6M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$5.73M |
| 4 |
BCM
Brasada Capital Management
Houston,
Texas
|
+$4.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$13.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$4.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.45M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$2.74M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.69M |
TWFG Hedge Fund Activity: Q3 2025 in Review
67 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q3 2025, worth a combined $334M — down 18% from $406M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of TWFG and 11 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was Central Securities, opening a new position worth an estimated $13M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $13.2M sold.
- 67 institutional investors held TWFG Inc (TWFG) as of Q3 2025, down from 81 in Q2 2025.
- Funds reported $334M of TWFG Inc stock for Q3 2025, down 18% quarter-over-quarter.
- 11 funds opened new TWFG Inc positions in Q3 2025 and 24 closed out, a net change of -13 holders.
- The largest TWFG Inc buyer in Q3 2025 was Central Securities, an estimated $13M added.
- The largest TWFG Inc seller in Q3 2025 was Driehaus Capital Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2025.