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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
SWP
251
Stratos Wealth Partners
Ohio
$3.22M +$497K +1,534 +20%
AM
252
AGF Management
Ontario, Canada
$3.22M -$112K -345 -4%
ANTB
253
AMG National Trust Bank
Colorado
$3.2M -$589K -1,818 -16%
TAM
254
Tocqueville Asset Management
New York
$3.16M -$112K -346 -4%
STA
255
Summit Trail Advisors
New York
$3.13M +$20.4K +63 +0.7%
BCV
256
Banque Cantonale Vaudoise
Switzerland
$3.13M +$243K +749 +9%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$3.09M -$107K -330 -4%
MA
258
Montag & Associates
Georgia
$3.05M +$89.4K +276 +3%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$3.04M +$398K +1,228 +16%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$3.04M -$23K -71 -0.8%
CSP
261
Cary Street Partners
Virginia
$3.01M -$165K -508 -6%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$2.87M +$177K +545 +7%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M
Pacer Advisors
264
Pacer Advisors
Pennsylvania
$2.71M -$1.83M -5,643 -42%
M&T Bank
265
M&T Bank
New York
$2.7M -$674K -2,082 -21%
SG Americas Securities
266
SG Americas Securities
New York
$2.67M +$1.19M +3,681 +91%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$2.61M +$282K +871 +13%
DADC
268
D.A. Davidson & Co
Montana
$2.59M +$1.65M +5,110 +214%
VWM
269
Vivid Wealth Management
Iowa
$2.59M +$2.43M +7,498 New
GCC
270
Game Creek Capital
Massachusetts
$2.57M -$518K -1,600 -18%
OAM
271
Ostrum Asset Management
France
$2.51M +$931K +2,876 +66%
Wealth Enhancement Advisory Services
272
Wealth Enhancement Advisory Services
Minnesota
$2.51M -$63.2K -195 -3%
William Blair & Company
273
William Blair & Company
Illinois
$2.4M +$121K +373 +6%
Man Group
274
Man Group
United Kingdom
$2.39M -$41.2M -127,333 -95%
AssetMark Inc
275
AssetMark Inc
California
$2.37M +$56K +173 +3%

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.