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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
351
Principal Securities
Iowa
$1.05M -$149K -477 -12%
SDIC
352
South Dakota Investment Council
South Dakota
$1.05M – – –
CFO
353
Callan Family Office
Pennsylvania
$1.05M +$648K +2,067 +161%
Nomura Holdings
354
Nomura Holdings
Japan
$1.04M +$1.04M +3,321 New
CIM
355
Confluence Investment Management
Missouri
$1.04M +$2.51K +8 +0.2%
AG
356
AlTi Global
New York
$1.03M +$314 +1 +0%
MML Investors Services
357
MML Investors Services
Massachusetts
$1.01M +$44.5K +142 +5%
AC
358
Allstate Corporation
Illinois
$1.01M +$1.01M +3,219 New
Vontobel Holding
359
Vontobel Holding
Switzerland
$1M +$593K +1,893 +145%
ECM
360
Everence Capital Management
Indiana
$993K +$993K +3,170 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$970K +$46.7K +149 +5%
FHB
362
First Hawaiian Bank
Hawaii
$955K +$955K +3,050 New
HWM
363
HB Wealth Management
Georgia
$953K +$40.7K +130 +4%
ETC
364
Exchange Traded Concepts
Oklahoma
$933K +$98.7K +315 +12%
TFS
365
Thoroughbred Financial Services
Tennessee
$933K +$313 +1 +0%
4WM
366
44 Wealth Management
Oregon
$912K -$68.3K -218 -7%
PWW
367
Pettyjohn Wood & White
Virginia
$902K – – –
NRS
368
Neville Rodie & Shaw
New York
$887K +$887K +2,832 New
IIM
369
Intact Investment Management
Quebec, Canada
$877K -$110K -350 -11%
AI
370
Atria Investments
North Carolina
$873K -$83.6K -267 -9%
CP
371
CenterBook Partners
Connecticut
$867K -$364K -1,161 -30%
NIP
372
Nicholas Investment Partners
California
$846K – – –
CGH
373
Crossmark Global Holdings
Texas
$839K -$712K -2,275 -46%
TPCW
374
TD Private Client Wealth
New York
$831K -$10.7K -34 -1%
TMAM
375
Tokio Marine Asset Management
Japan
$823K – – –
13 14
15
16 17