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TWFG

TWFG Inc

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: 7081 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$85.9M +$15.6M +466,699 +23%
AllianceBernstein
2
AllianceBernstein
Tennessee
$41.1M +$86.9K +2,608 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33.9M +$2.99M +89,574 +10%
BAMCO Inc
4
BAMCO Inc
New York
$31.6M +$1.14M +34,237 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.7M -$38.7K -1,160 -0.2%
Capital International Investors
6
Capital International Investors
California
$18M -$12.1M -363,398 -41%
N
7
Nuveen
North Carolina
$17.5M -$57.3K -1,719 -0.3%
DCM
8
Driehaus Capital Management
Illinois
$13.2M -$78.6K -2,358 -0.6%
RP
9
Riverbridge Partners
Minnesota
$12M +$11.5M +344,267 New
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$8.59M +$5.24M +157,058 +178%
GGHC
11
Gilder Gagnon Howe & Co
New York
$8.41M -$56.6K -1,699 -0.7%
Victory Capital Management
12
Victory Capital Management
Texas
$7.82M +$127K +3,808 +2%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$7.41M -$1.72M -51,738 -20%
BlackRock
14
BlackRock
New York
$6.56M +$154K +4,629 +3%
GC
15
Giverny Capital
Quebec, Canada
$6.22M +$5.93M +177,848 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.33M -$1.86M -55,885 -27%
GC
17
Gillson Capital
Illinois
$5.16M +$33 +1 +0%
NCGI
18
Next Century Growth Investors
Minnesota
$5.05M +$1.22M +36,662 +34%
Marshall Wace
19
Marshall Wace
United Kingdom
$4.5M -$774K -23,206 -15%
Millennium Management
20
Millennium Management
New York
$3.99M +$1.94M +58,248 +104%
GCM
21
Ghisallo Capital Management
Massachusetts
$3.5M -$667K -20,000 -17%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.48M +$542K +16,251 +20%
GPGA
23
Grandeur Peak Global Advisors
Utah
$2.81M +$2.68M +80,257 New
Renaissance Technologies
24
Renaissance Technologies
New York
$2.77M -$582K -17,444 -18%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$2.76M +$3.17K +95 +0.1%

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.