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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$2.05M -$7.82K -24 -0.4%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$2.04M +$375K +1,151 +24%
Wealth Enhancement Advisory Services
328
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$266K +815 +16%
WLG
329
Williamson Legacy Group
Indiana
$2.03M +$503K +1,542 +35%
AWP
330
Accretive Wealth Partners
New Jersey
$2M +$175K +536 +9%
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
$1.97M -$421K -1,292 -18%
SCM
332
Sterling Capital Management
North Carolina
$1.96M -$118K -363 -6%
GIBU
333
Gulf International Bank (UK)
United Kingdom
$1.94M -$843K -2,588 -31%
PAM
334
Paradigm Asset Management
New York
$1.86M
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$1.82M
SAM
336
Securian Asset Management
Minnesota
$1.78M -$32.6K -100 -2%
OIA
337
OneDigital Investment Advisors
Kansas
$1.76M -$24.1K -74 -1%
RC
338
RBF Capital
California
$1.69M
TRCT
339
Tower Research Capital (TRC)
New York
$1.68M -$669K -2,053 -29%
OAM
340
Oppenheimer Asset Management
New York
$1.67M +$892K +2,737 +124%
NB
341
Norinchukin Bank
Japan
$1.65M +$192K +590 +14%
CIC
342
Cornercap Investment Counsel
Georgia
$1.64M -$19.6K -60 -1%
IC
343
IEQ Capital
California
$1.63M -$126K -388 -7%
AIP
344
Ameritas Investment Partners
Nebraska
$1.63M -$317K -974 -17%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$1.59M -$32.6K -100 -2%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$1.56M +$83.1K +255 +6%
WI
347
WBI Investments
New Jersey
$1.56M +$223K +684 +17%
CLGM
348
Capitolis Liquid Global Markets
New York
$1.54M -$179K -550 -11%
OAM
349
Ostrum Asset Management
France
$1.52M -$518K -1,589 -26%
SA
350
SRH Advisors
Kansas
$1.52M

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.