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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$2.5M +$53.7K +159 +2%
PHK
302
Point72 Hong Kong
Hong Kong
$2.5M +$2.5M +7,389 New
PDL
303
Portfolio Design Labs
California
$2.49M +$2.49M +7,374 New
QCM
304
QRG Capital Management
Illinois
$2.38M -$331K -978 -12%
MGP
305
Metis Global Partners
California
$2.37M +$257K +760 +12%
SWP
306
Stratos Wealth Partners
Ohio
$2.35M -$49.7K -147 -2%
IMRF
307
Illinois Municipal Retirement Fund
Illinois
$2.33M – – –
KRS
308
Kentucky Retirement Systems
Kentucky
$2.32M -$35.1K -104 -1%
JFG
309
Jefferies Financial Group
New York
$2.3M +$2.3M +6,811 New
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$2.28M -$1.27M -3,766 -36%
NIM
311
NEOS Investment Management
Connecticut
$2.26M +$423K +1,253 +23%
AssetMark Inc
312
AssetMark Inc
California
$2.24M +$43.6K +129 +2%
O
313
Ossiam
France
$2.23M -$132K -390 -6%
Corient Private Wealth
314
Corient Private Wealth
Florida
$2.22M +$156K +461 +8%
William Blair & Company
315
William Blair & Company
Illinois
$2.21M -$27K -80 -1%
AAF
316
Andra AP-fonden
Sweden
$2.21M +$2.21M +6,540 New
AF
317
Avanza Fonder
Sweden
$2.2M +$2.2M +6,522 New
ACM
318
Aquatic Capital Management
Illinois
$2.19M +$2.19M +6,475 New
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$2.18M -$13.5K -40 -0.6%
LOPW
320
Live Oak Private Wealth
North Carolina
$2.15M -$19.3K -57 -0.9%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$906K +2,682 +74%
AG
322
Ascent Group
Virginia
$2.11M +$2.11M +6,242 New
SO
323
STRS Ohio
Ohio
$2.07M +$2.07M +6,111 New
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$2.05M -$7.25K -24 -0.4%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$2.04M +$389K +1,151 +24%
11 12
13
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