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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.58B -$33.8M -110,283 -2%
BlackRock
2
BlackRock
New York
$2.36B -$109M -354,040 -4%
Dodge & Cox
3
Dodge & Cox
California
$2.13B +$125M +406,889 +6%
VCM
4
Vanguard Capital Management
Pennsylvania
$1.79B +$1.89B +6,164,853 New
Harris Associates
5
Harris Associates
Illinois
$1.75B +$124M +404,593 +7%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$1.26B +$27.2M +88,559 +2%
State Street
7
State Street
Massachusetts
$1.23B -$3.13M -10,204 -0.2%
VPM
8
Vanguard Portfolio Management
Pennsylvania
$1.18B +$1.24B +4,056,990 New
Artisan Partners
9
Artisan Partners
Wisconsin
$1.1B +$99.7M +324,971 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$750M +$13.2M +43,113 +2%
Invesco
11
Invesco
Georgia
$677M +$35.1M +114,531 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$626M -$18.7M -60,847 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$397M +$30M +97,687 +8%
AllianceBernstein
14
AllianceBernstein
Tennessee
$326M +$20.4M +66,567 +7%
Northern Trust
15
Northern Trust
Illinois
$319M -$2.2M -7,178 -0.6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$294M +$106M +345,786 +52%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$291M +$3.64M +11,851 +1%
Goldman Sachs
18
Goldman Sachs
New York
$272M +$86.4M +281,691 +43%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$263M +$2.83M +9,232 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$261M -$13.7M -44,618 -5%
BG
21
Baupost Group
Massachusetts
$260M -$143M -464,475 -34%
UBS AM
22
UBS AM
Illinois
$253M +$1.45M +4,719 +0.5%
Morgan Stanley
23
Morgan Stanley
New York
$237M -$39.2M -127,721 -14%
ACM
24
Abrams Capital Management
Massachusetts
$210M
Legal & General Group
25
Legal & General Group
United Kingdom
$203M +$2.99M +9,745 +1%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.