We are live on ! Find out more
WTW icon

Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
351
South Dakota Investment Council
South Dakota
$986K -$162K -500 -15%
ZI
352
ZEGA Investments
Florida
$985K +$923K +2,850 New
TSS
353
Two Sigma Securities
New York
$980K +$651K +2,010 +243%
KAS
354
Kestra Advisory Services
Texas
$976K -$6.8K -21 -0.7%
FAM
355
Formidable Asset Management
Ohio
$970K -$93.3K -288 -8%
Two Sigma Investments
356
Two Sigma Investments
New York
$967K +$162K +500 +22%
LI
357
LMCG Investments
Massachusetts
$952K -$37.6K -116 -4%
RIA
358
Realta Investment Advisors
Delaware
$947K +$887K +2,740 New
Walleye Trading
359
Walleye Trading
New York
$944K +$885K +2,732 New
HFM
360
Harvest Fund Management
China
$928K
MSA
361
MUFG Securities Americas
New York
$909K +$141K +434 +20%
Squarepoint
362
Squarepoint
New York
$899K -$15.5M -47,926 -95%
VCM
363
Voleon Capital Management
California
$898K -$856K -2,644 -50%
IB
364
Intrust Bank
Kansas
$894K -$13.3K -41 -2%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$889K -$53.1K -164 -6%
Vontobel Holding
366
Vontobel Holding
Switzerland
$872K -$8.1K -25 -1%
RG
367
Rathbones Group
United Kingdom
$870K
EPIM
368
Evelyn Partners Investment Management
$833K
CL
369
Choreo LLC
Illinois
$811K -$6.15K -19 -0.8%
SEEDPG
370
S.E.E.D. Planning Group
New York
$806K -$10.7K -33 -1%
GF
371
Gabelli Funds
New York
$795K
SR
372
Syntax Research
Florida
$794K -$1.52M -4,689 -67%
GIA
373
Gateway Investment Advisers
Ohio
$789K +$12.3K +38 +2%
Lido Advisors
374
Lido Advisors
California
$787K +$238K +734 +48%
QCM
375
QRG Capital Management
Illinois
$775K -$1.36M -4,198 -65%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.