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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
276
Truist Financial
North Carolina
$3.27M -$289K -887 -8%
HFS
277
Hantz Financial Services
Michigan
$3.25M +$291K +893 +10%
TAM
278
Tocqueville Asset Management
New York
$3.24M -$32.6K -100 -1%
AV
279
ASR Vermogensbeheer
Netherlands
$3.18M +$3.07M +9,417 New
TC
280
TownSquare Capital
Utah
$3.11M +$758K +2,327 +34%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$3.1M -$155K -477 -5%
RIM
282
Rakuten Investment Management
Japan
$3.08M +$2.98M +9,147 New
SG Americas Securities
283
SG Americas Securities
New York
$3.06M -$11.7M -35,774 -80%
MA
284
Montag & Associates
Georgia
$3.04M
AIM
285
Achmea Investment Management
Netherlands
$2.99M +$2.88M +8,835 New
Nordea Investment Management
286
Nordea Investment Management
Sweden
$2.97M -$2.81M -8,609 -49%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$2.92M +$2.82M +8,649 New
MG
288
Markel Group
Virginia
$2.92M
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$2.88M -$29.3K -90 -1%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$2.85M +$141K +432 +5%
XT
291
XTX Topco
Cayman Islands
$2.79M +$771K +2,366 +40%
MF
292
Magnetar Financial
Illinois
$2.76M +$428K +1,313 +19%
AM
293
AGF Management
Ontario, Canada
$2.75M -$108K -332 -4%
MFIM
294
Mesirow Financial Investment Management
Illinois
$2.75M +$1.36M +4,175 +106%
BCV
295
Banque Cantonale Vaudoise
Switzerland
$2.73M +$2.64M +8,090 New
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$2.73M +$97.1K +298 +4%
MSU
297
Mizuho Securities USA
New York
$2.7M -$507K -1,555 -16%
DGM
298
Delta Global Management
New York
$2.62M +$2.53M +7,764 New
Allianz Asset Management
299
Allianz Asset Management
Germany
$2.61M -$673K -2,066 -21%
Nisa Investment Advisors
300
Nisa Investment Advisors
Missouri
$2.61M -$9.2M -28,220 -79%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.