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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$13.9M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$4.47M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$1.39M |
| 4 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
+$848K |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$7.37M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$3.93M |
| 3 |
Two Sigma Investments
New York
|
-$2.89M |
| 4 |
Two Sigma Advisers
New York
|
-$1.81M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOW
76
State of Wyoming
Cheyenne,
Wyoming
| – | -$147K | -5,355 | Closed |
|
|
QT
77
Quantbot Technologies
New York
| – | -$110K | -4,003 | Closed |
|
78
BNP Paribas Financial Markets
Paris,
France
| – | -$14.9K | -544 | Closed |
|
|
MA
79
MCF Advisors
Covington,
Kentucky
| – | -$5.02K | -183 | Closed |
|
80
Osaic Holdings
Scottsdale,
Arizona
| – | -$661 | -25 | Closed |
|
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.