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Willis Towers Watson

719 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.1% less ownership

Funds ownership: 94.99%93.89% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$3.22M
AM
252
AGF Management
Ontario, Canada
$3.22M
ANTB
253
AMG National Trust Bank
Colorado
$3.2M
TAM
254
Tocqueville Asset Management
New York
$3.16M
STA
255
Summit Trail Advisors
New York
$3.13M
BCV
256
Banque Cantonale Vaudoise
Switzerland
$3.13M
Baird Financial Group
257
Baird Financial Group
Wisconsin
$3.09M
MA
258
Montag & Associates
Georgia
$3.05M
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$3.04M
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$3.04M
CSP
261
Cary Street Partners
Virginia
$3.01M
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$2.87M
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$2.71M
M&T Bank
265
M&T Bank
New York
$2.7M
SG Americas Securities
266
SG Americas Securities
New York
$2.67M
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$2.61M
DADC
268
D.A. Davidson & Co
Montana
$2.59M
VWM
269
Vivid Wealth Management
Iowa
$2.59M
GCC
270
Game Creek Capital
Massachusetts
$2.57M
OAM
271
Ostrum Asset Management
France
$2.51M
Wealth Enhancement Advisory Services
272
Wealth Enhancement Advisory Services
Minnesota
$2.51M
William Blair & Company
273
William Blair & Company
Illinois
$2.4M
Man Group
274
Man Group
United Kingdom
$2.39M
AssetMark Inc
275
AssetMark Inc
California
$2.37M