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TWFG

TWFG Inc
TWFG

63 hedge funds and large institutions have $328M invested in TWFG Inc in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81.77% more ownership

Funds ownership: 0% → 81.77% (+82%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$29.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$24.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.3M
5
N
Nuveen
North Carolina
+$20.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.9M +$33.4M +1,288,416 New
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$30.9M +$29.5M +1,138,515 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$25.5M +$24.4M +940,116 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$25.4M +$24.3M +935,127 New
N
5
Nuveen
North Carolina
$21.6M +$20.7M +798,220 New
BAMCO Inc
6
BAMCO Inc
New York
$19.8M +$18.9M +728,748 New
Capital International Investors
7
Capital International Investors
California
$18.2M +$17.4M +671,838 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$15.9M +$15.2M +584,517 New
American Century Companies
9
American Century Companies
Missouri
$15.3M +$14.7M +564,945 New
DCM
10
Driehaus Capital Management
Illinois
$10.4M +$9.99M +385,251 New
Citadel Advisors
11
Citadel Advisors
Florida
$9.76M +$9.33M +359,800 New
Goldman Sachs
12
Goldman Sachs
New York
$9.65M +$9.23M +355,801 New
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$8.12M +$7.77M +299,473 New
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$7.62M +$7.29M +280,885 New
GGHC
15
Gilder Gagnon Howe & Co
New York
$6.7M +$6.41M +246,974 New
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$5.26M +$5.03M +194,070 New
BlackRock
17
BlackRock
New York
$4.95M +$4.74M +182,666 New
LIP
18
Lighthouse Investment Partners
Florida
$4.63M +$4.43M +170,849 New
GC
19
Gillson Capital
Illinois
$4.24M +$4.05M +156,151 New
ZP
20
Zimmer Partners
New York
$4.11M +$3.93M +151,500 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.07M +$3.89M +150,000 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.7M +$3.54M +136,323 New
GCM
23
Ghisallo Capital Management
Massachusetts
$3.25M +$3.11M +120,000 New
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.23M +$3.09M +119,247 New
NCGI
25
Next Century Growth Investors
Minnesota
$2.93M +$2.81M +108,197 New
1
2 3

TWFG Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q3 2024, worth a combined $328M.

Buyers outnumbered sellers: 63 funds opened new TWFG positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $33.4M.

  • 63 institutional investors held TWFG Inc (TWFG) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $328M of TWFG Inc stock for Q3 2024.
  • 63 funds opened new TWFG Inc positions in Q3 2024 and 0 closed out, a net change of +63 holders.
  • The largest TWFG Inc buyer in Q3 2024 was Fidelity Investments, an estimated $33.4M added.

Based on aggregated 13F filings for Q3 2024.