We are live on ! Find out more
WTW icon

Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
351
Crossmark Global Holdings
Texas
$880K -$13.5K -44 -1%
OQS
352
Occudo Quantitative Strategies
Florida
$864K +$420K +1,368 +68%
IB
353
Intrust Bank
Kansas
$861K +$98.5K +321 +12%
CF
354
Calder Financial
Pennsylvania
$860K
FRM
355
Fox Run Management
Connecticut
$853K +$903K +2,943 New
FPL
356
Fortress Private Ledger
North Carolina
$844K +$69.6K +227 +8%
MIF
357
Mediolanum International Funds
Ireland
$842K +$892K +2,907 New
CL
358
Choreo LLC
Illinois
$835K -$25.5K -83 -3%
Two Sigma Investments
359
Two Sigma Investments
New York
$814K
GF
360
Gabelli Funds
New York
$814K +$61.4K +200 +8%
NDSIB
361
North Dakota State Investment Board
North Dakota
$804K -$180K -587 -18%
LI
362
LMCG Investments
Massachusetts
$801K
TRCT
363
Tower Research Capital (TRC)
New York
$797K -$95.7K -312 -10%
SDIC
364
South Dakota Investment Council
South Dakota
$783K
BEI
365
Benjamin Edwards Inc
Missouri
$773K -$444K -1,447 -35%
EPIM
366
Evelyn Partners Investment Management
$771K +$73.9K +241 +10%
GI
367
GAMMA Investing
California
$770K -$239K -778 -23%
MSA
368
MUFG Securities Americas
New York
$765K +$15.6K +51 +2%
SAM
369
Securian Asset Management
Minnesota
$757K
SC
370
Savant Capital
Illinois
$757K +$43.9K +143 +6%
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$748K
KPWS
372
Kestra Private Wealth Services
Texas
$744K -$861K -2,807 -52%
GIA
373
Gateway Investment Advisers
Ohio
$721K -$481K -1,567 -39%
KeyBank National Association
374
KeyBank National Association
Ohio
$719K +$62.9K +205 +9%
AG
375
ASO Group
$718K

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.