We are live on ! Find out more
WTW icon

Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
226
Mirae Asset Global ETFs Holdings
Hong Kong
$4.55M -$129K -397 -3%
EMPI
227
Elo Mutual Pension Insurance
Finland
$4.5M +$966K +2,984 +30%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$4.49M -$681K -2,104 -14%
VPIM
229
Vanguard Personalized Indexing Management
California
$4.47M +$600K +1,852 +17%
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$4.35M +$320K +988 +9%
SM
231
Sciencast Management
New Jersey
$4.33M -$211K -652 -5%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$4.33M +$307K +949 +8%
US Bancorp
233
US Bancorp
Minnesota
$4.29M -$11.7K -36 -0.3%
Creative Planning
234
Creative Planning
Kansas
$4.28M -$3.89K -12 -0.1%
NIM
235
NEOS Investment Management
Connecticut
$4.2M +$1.2M +3,698 +44%
IA
236
IFC Advisors
California
$4.19M
MPAM
237
Murphy Pohlad Asset Management
Minnesota
$4.15M
IP
238
Interval Partners
New York
$4.01M -$2.08M -6,434 -36%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$3.83M +$827K +2,553 +30%
Truist Financial
240
Truist Financial
North Carolina
$3.71M -$261K -807 -7%
MOACM
241
Mutual of America Capital Management
New York
$3.65M -$258K -796 -7%
LCOV
242
London Company of Virginia
Virginia
$3.62M +$2.2M +6,784 +184%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$3.6M -$237K -731 -7%
BCI
244
Brinker Capital Investments
Pennsylvania
$3.55M -$182K -562 -5%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$3.31M +$262K +809 +9%
Nordea Investment Management
246
Nordea Investment Management
Sweden
$3.31M +$225K +695 +8%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$3.29M -$45K -139 -1%
GAM
248
Generali Asset Management
Italy
$3.28M +$1.48M +4,573 +93%
JFG
249
Jefferies Financial Group
New York
$3.27M +$2.39M +7,393 +355%
AV
250
ASR Vermogensbeheer
Netherlands
$3.24M -$3.89K -12 -0.1%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.