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Willis Towers Watson

745 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 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: $ → $

15% less repeat investments, than reductions

Existing positions increased: 233 | 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
745
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
TAM
251
Tocqueville Asset Management
New York
$3.01M
AF
252
Avanza Fonder
Sweden
$3M
STA
253
Summit Trail Advisors
New York
$2.98M
OIMU
254
Osmosis Investment Management UK
United Kingdom
$2.93M
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$2.91M
Baird Financial Group
256
Baird Financial Group
Wisconsin
$2.88M
Truist Financial
257
Truist Financial
North Carolina
$2.86M
M&T Bank
258
M&T Bank
New York
$2.83M
CSP
259
Cary Street Partners
Virginia
$2.82M
MA
260
Montag & Associates
Georgia
$2.81M
GAM
261
Generali Asset Management
Italy
$2.75M
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$2.69M
SSCA
263
South Shore Capital Advisors
Massachusetts
$2.65M
AC
264
Allstate Corporation
Illinois
$2.61M
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$2.59M
SWP
266
Stratos Wealth Partners
Ohio
$2.56M
BCI
267
Brinker Capital Investments
Pennsylvania
$2.55M
LOPW
268
Live Oak Private Wealth
North Carolina
$2.35M
IGAM
269
iA Global Asset Management
Quebec, Canada
$2.35M
AssetMark Inc
270
AssetMark Inc
California
$2.33M
MSU
271
Mizuho Securities USA
New York
$2.24M
DAS
272
Dynamic Advisor Solutions
Arizona
$2.21M
AWP
273
Accretive Wealth Partners
New Jersey
$2.2M
IMCOOI
274
Investment Management Corp of Ontario (IMCO)
Canada
$2.17M
MGP
275
Metis Global Partners
California
$2.15M