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TWFG

TWFG Inc

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.

New
Increased
Maintained
Reduced
Closed

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: 6770 (+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%)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
20
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
$81.9M +$727K +26,742 +0.9%
AllianceBernstein
2
AllianceBernstein
Tennessee
$31.1M -$1.54M -56,604 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$30.6M -$693K -25,511 -2%
Capital International Investors
4
Capital International Investors
California
$27.6M +$13.9M +511,469 +114%
BAMCO Inc
5
BAMCO Inc
New York
$27.5M +$9.11K +335 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.8M +$406K +14,920 +2%
RP
7
Riverbridge Partners
Minnesota
$17.1M +$1.39M +51,083 +9%
N
8
Nuveen
North Carolina
$14.2M
CS
9
Central Securities
New York
$13.7M +$680K +25,000 +6%
GC
10
Giverny Capital
Quebec, Canada
$9.54M +$848K +31,194 +10%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$7.36M +$4.47M +164,355 +180%
GGHC
12
Gilder Gagnon Howe & Co
New York
$6.86M -$40.6K -1,493 -0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.8M +$445K +16,379 +7%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$6.21M
BlackRock
15
BlackRock
New York
$5.39M
GC
16
Gillson Capital
Illinois
$4.86M +$586K +21,565 +15%
BCM
17
Brasada Capital Management
Texas
$4.5M -$235K -8,629 -5%
GPGA
18
Grandeur Peak Global Advisors
Utah
$3.35M +$300K +11,037 +10%
AG
19
Ascent Group
Virginia
$2.95M +$326K +12,000 +13%
Victory Capital Management
20
Victory Capital Management
Texas
$2.31M -$7.37M -271,138 -77%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$1.95M +$145K +5,342 +9%
State Street
22
State Street
Massachusetts
$1.85M +$102K +3,751 +6%
Northern Trust
23
Northern Trust
Illinois
$1.77M +$212K +7,809 +15%
RA
24
Royce & Associates
New York
$1.64M +$54 +2 +0%
Goldman Sachs
25
Goldman Sachs
New York
$1.53M -$1.14M -41,836 -44%

TWFG Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 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.