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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
326
WBI Investments
New Jersey
$1.39M -$20.8K -68 -1%
SA
327
SRH Advisors
Kansas
$1.37M – – –
OAM
328
Ostrum Asset Management
France
$1.34M -$38.9K -127 -3%
CB
329
Commerce Bank
Missouri
$1.31M -$8.28K -27 -0.6%
EWA
330
EP Wealth Advisors
California
$1.3M +$8.28K +27 +0.6%
MFIM
331
Mesirow Financial Investment Management
Illinois
$1.29M -$1.2M -3,914 -48%
ACM
332
Advisors Capital Management
New Jersey
$1.26M +$3.07K +10 +0.2%
SG Americas Securities
333
SG Americas Securities
New York
$1.24M -$1.53M -4,997 -55%
Allianz Asset Management
334
Allianz Asset Management
Germany
$1.19M -$1.18M -3,853 -50%
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$1.18M +$405K +1,322 +52%
HAIM
336
Hunter Associates Investment Management
Pennsylvania
$1.18M – – –
N
337
Numerai
California
$1.17M +$329K +1,074 +39%
FAM
338
Formidable Asset Management
Ohio
$1.17M – – –
Verition Fund Management
339
Verition Fund Management
Connecticut
$1.17M -$5.1M -16,652 -81%
AWS
340
Atria Wealth Solutions
New York
$1.16M +$1.16M +3,780 New
TRCT
341
Tower Research Capital (TRC)
New York
$1.14M -$386K -1,259 -25%
OAC
342
OMERS Administration Corp
Ontario, Canada
$1.13M – – –
LCOV
343
London Company of Virginia
Virginia
$1.13M +$458K +1,494 +68%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$1.12M +$320K +1,043 +40%
IGAM
345
iA Global Asset Management
Quebec, Canada
$1.1M +$798K +2,605 +268%
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
$1.08M -$22.1K -72 -2%
CIM
347
Confluence Investment Management
Missouri
$1.04M +$19.9K +65 +2%
SDIC
348
South Dakota Investment Council
South Dakota
$1.03M – – –
Nomura Holdings
349
Nomura Holdings
Japan
$1.02M +$58.5K +191 +6%
AG
350
AlTi Global
New York
$1M +$1.85K +6 +0.2%
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