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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
CLGM
376
Capitolis Liquid Global Markets
New York
$712K -$153K -500 -17%
VSQM
377
V-Square Quantitative Management
Illinois
$706K +$15K +49 +2%
WCM
378
Washington Capital Management
Washington
$699K +$738K +2,405 New
SA
379
Sanctuary Advisors
Indiana
$698K -$500K -1,631 -40%
TCA
380
Transcend Capital Advisors
New Jersey
$698K +$135K +439 +22%
PIM
381
Plato Investment Management
Australia
$695K +$317K +1,032 +76%
CA
382
Clearstead Advisors
Ohio
$693K -$208K -679 -22%
RG
383
Rathbones Group
United Kingdom
$686K -$48.5K -158 -6%
IWC
384
Integrated Wealth Concepts
Massachusetts
$684K +$722K +2,353 New
SEEDPG
385
S.E.E.D. Planning Group
New York
$676K -$3.07K -10 -0.4%
PP
386
Prudential plc
United Kingdom
$675K
CIA
387
Concurrent Investment Advisors
Florida
$668K +$78.2K +255 +12%
SO
388
STRS Ohio
Ohio
$665K -$4.14M -13,504 -86%
FHC
389
First Horizon Corporation
Tennessee
$665K +$16K +52 +2%
MGIA
390
Moneta Group Investment Advisors
Missouri
$663K +$465K +1,516 +198%
MFG
391
Merit Financial Group
Georgia
$657K +$17.8K +58 +3%
S
392
Storgate
Texas
$651K +$19K +62 +3%
DO
393
denkapparat Operations
Germany
$649K +$685K +2,234 New
First Manhattan
394
First Manhattan
New York
$638K -$4.6K -15 -0.7%
Vontobel Holding
395
Vontobel Holding
Switzerland
$626K +$327K +1,065 +98%
TFS
396
Thoroughbred Financial Services
Tennessee
$624K +$614 +2 +0.1%
Lazard Asset Management
397
Lazard Asset Management
New York
$623K -$7.08M -23,063 -91%
QCM
398
QRG Capital Management
Illinois
$618K -$104K -340 -14%
CPIG
399
Chicago Partners Investment Group
Illinois
$608K +$23K +75 +4%
CAM
400
Cresset Asset Management
Illinois
$605K +$206K +670 +48%

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.