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Willis Towers Watson

738 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Avanza Fonder
Sweden
$3M
STA
252
Summit Trail Advisors
New York
$2.98M
OIMU
253
Osmosis Investment Management UK
United Kingdom
$2.93M
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$2.91M
Baird Financial Group
255
Baird Financial Group
Wisconsin
$2.88M
Truist Financial
256
Truist Financial
North Carolina
$2.86M
M&T Bank
257
M&T Bank
New York
$2.83M
CSP
258
Cary Street Partners
Virginia
$2.82M
MA
259
Montag & Associates
Georgia
$2.81M
GAM
260
Generali Asset Management
Italy
$2.75M
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$2.69M
SSCA
262
South Shore Capital Advisors
Massachusetts
$2.65M
AC
263
Allstate Corporation
Illinois
$2.61M
TRSOTSOK
264
Teachers Retirement System of the State of Kentucky
Kentucky
$2.59M
SWP
265
Stratos Wealth Partners
Ohio
$2.56M
BCI
266
Brinker Capital Investments
Pennsylvania
$2.55M
LOPW
267
Live Oak Private Wealth
North Carolina
$2.35M
IGAM
268
iA Global Asset Management
Quebec, Canada
$2.35M
AssetMark Inc
269
AssetMark Inc
California
$2.33M
MSU
270
Mizuho Securities USA
New York
$2.24M
DAS
271
Dynamic Advisor Solutions
Arizona
$2.21M
AWP
272
Accretive Wealth Partners
New Jersey
$2.2M
IMCOOI
273
Investment Management Corp of Ontario (IMCO)
Canada
$2.17M
MGP
274
Metis Global Partners
California
$2.15M
William Blair & Company
275
William Blair & Company
Illinois
$2.08M