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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
CB
351
Commerce Bank
Missouri
$1.45M +$3.26K +10 +0.2%
EWA
352
EP Wealth Advisors
California
$1.43M -$74K -227 -5%
SSIM
353
Sheets Smith Investment Management
Texas
$1.42M -$4.89K -15 -0.4%
ACM
354
Advisors Capital Management
New Jersey
$1.39M +$26.1K +80 +2%
BPAMU
355
BTG Pactual Asset Management US
New York
$1.36M -$420K -1,290 -24%
AI
356
Atom Investors
Texas
$1.34M -$428K -1,312 -25%
IFU
357
iSAM Funds (UK)
United Kingdom
$1.31M +$1.01M +3,107 +409%
HAIM
358
Hunter Associates Investment Management
Pennsylvania
$1.3M
VF
359
Virtu Financial
New York
$1.29M +$1.25M +3,821 New
GT
360
Glenmede Trust
Pennsylvania
$1.25M -$57.7K -177 -5%
OAC
361
OMERS Administration Corp
Ontario, Canada
$1.25M -$199K -611 -14%
SA
362
Sanctuary Advisors
Indiana
$1.22M -$167K -513 -12%
Assenagon Asset Management
363
Assenagon Asset Management
Luxembourg
$1.22M -$22.2K -68 -2%
AC
364
Allstate Corporation
Illinois
$1.2M +$111K +342 +11%
PIM
365
Plato Investment Management
Australia
$1.19M -$710K -2,179 -38%
FAM
366
Formidable Asset Management
Ohio
$1.17M -$75.9K -233 -6%
MC
367
Machina Capital
France
$1.16M +$286K +876 +34%
CFO
368
Callan Family Office
Pennsylvania
$1.15M +$17.6K +54 +2%
UFF
369
USA Financial Formulas
Michigan
$1.14M +$1.1M +3,373 New
SDIC
370
South Dakota Investment Council
South Dakota
$1.13M
CIM
371
Confluence Investment Management
Missouri
$1.12M +$4.89K +15 +0.5%
LI
372
LMCG Investments
Massachusetts
$1.12M -$31K -95 -3%
HWM
373
HB Wealth Management
Georgia
$1.1M +$72.4K +222 +7%
AG
374
AlTi Global
New York
$1.1M -$6.19K -19 -0.6%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$30.6K +94 +3%

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.