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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
MSU
276
Mizuho Securities USA
New York
$2.32M +$80K +247 +4%
AWP
277
Accretive Wealth Partners
New Jersey
$2.31M +$31.4K +97 +1%
LOPW
278
Live Oak Private Wealth
North Carolina
$2.27M +$44.4K +137 +2%
AF
279
Avanza Fonder
Sweden
$2.25M
BWM
280
BNC Wealth Management
Oregon
$2.25M +$2.11M +6,503 New
SCM
281
Sterling Capital Management
North Carolina
$2.18M -$198K -612 -9%
MGP
282
Metis Global Partners
California
$2.18M -$114K -352 -5%
Corient Private Wealth
283
Corient Private Wealth
Florida
$2.17M +$34.7K +107 +2%
HFS
284
Hantz Financial Services
Michigan
$2.15M -$1.57M -4,839 -44%
KRS
285
Kentucky Retirement Systems
Kentucky
$2.12M -$101K -311 -5%
PCM
286
Pinnbrook Capital Management
New York
$2.02M +$1.89M +5,851 New
Osaic Holdings
287
Osaic Holdings
Arizona
$1.98M +$538K +1,662 +40%
F8IS
288
Figure 8 Investment Strategies
Idaho
$1.96M +$1.84M +5,670 New
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$1.91M +$146K +451 +9%
NB
290
Norinchukin Bank
Japan
$1.81M -$9.07K -28 -0.5%
AAP
291
Arax Advisory Partners
Colorado
$1.8M +$1.6M +4,926 +1,704%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$1.8M -$1.47M -4,526 -47%
LSERS
293
Louisiana State Employees Retirement System
Louisiana
$1.76M -$32.4K -100 -2%
RC
294
RBF Capital
California
$1.73M
OIA
295
OneDigital Investment Advisors
Kansas
$1.72M -$174K -537 -10%
Commonwealth Equity Services
296
Commonwealth Equity Services
Massachusetts
$1.71M -$105K -325 -6%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$1.7M -$67.7K -209 -4%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$1.69M +$63.2K +195 +4%
GIBU
299
Gulf International Bank (UK)
United Kingdom
$1.69M -$35K -108 -2%
Nomura Holdings
300
Nomura Holdings
Japan
$1.66M +$473K +1,461 +44%

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.