TWFG Inc
TWFG
85 hedge funds and large institutions have $203M invested in TWFG Inc in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
21% more funds holding
Funds holding: 70 → 85 (+15)
7.41% less ownership
Funds ownership: 80.82% → 73.41% (-7.4%)
42% less capital invested
Capital invested by funds: $349M → $203M (-$146M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $221K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$5.91M |
| 2 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
+$4.88M |
| 3 |
BAMCO Inc
New York
|
+$4M |
| 4 |
Two Sigma Investments
New York
|
+$3.81M |
| 5 |
Jane Street
New York
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$31.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.2M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.36M |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$3.35M |
TWFG Hedge Fund Activity: Q1 2026 in Review
85 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q1 2026, worth a combined $203M — down 42% from $349M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new TWFG positions and 12 closed out — a net gain of 16 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $5.91M. The largest seller was AllianceBernstein, exiting entirely with an estimated $31.1M sold.
- 85 institutional investors held TWFG Inc (TWFG) as of Q1 2026, up from 70 in Q4 2025.
- Funds reported $203M of TWFG Inc stock for Q1 2026, down 42% quarter-over-quarter.
- 28 funds opened new TWFG Inc positions in Q1 2026 and 12 closed out, a net change of +16 holders.
- The largest TWFG Inc buyer in Q1 2026 was Marshall Wace, an estimated $5.91M added.
- The largest TWFG Inc seller in Q1 2026 was AllianceBernstein, an estimated $31.1M sold.
Based on aggregated 13F filings for Q1 2026.