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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEEDPG
376
S.E.E.D. Planning Group
New York
$725K -$9.81K -32 -1%
Two Sigma Investments
377
Two Sigma Investments
New York
$705K -$4.35M -14,189 -86%
GF
378
Gabelli Funds
New York
$705K – – –
VSQM
379
V-Square Quantitative Management
Illinois
$690K +$16.2K +53 +2%
First Manhattan
380
First Manhattan
New York
$689K +$12.3K +40 +2%
GIA
381
Gateway Investment Advisers
Ohio
$688K -$920 -3 -0.1%
GSC
382
Ground Swell Capital
South Carolina
$675K +$675K +2,201 New
MSA
383
MUFG Securities Americas
New York
$673K +$132K +430 +24%
BJL
384
Brighton Jones LLC
Washington
$659K +$228K +743 +53%
TFS
385
Thoroughbred Financial Services
Tennessee
$657K -$118K -386 -15%
Osaic Holdings
386
Osaic Holdings
Arizona
$655K +$172K +545 +36%
GWM
387
Gibbs Wealth Management
Georgia
$650K +$650K +2,119 New
LAI
388
Legal Advantage Investments
California
$648K -$15.3K -50 -2%
3IP
389
3Chopt Investment Partners
Virginia
$647K -$15.7K -51 -2%
VT
390
Vise Technologies
New York
$646K +$646K +2,108 New
JFG
391
Jefferies Financial Group
New York
$638K -$1.45M -4,730 -69%
IWC
392
Integrated Wealth Concepts
Massachusetts
$634K +$163K +531 +35%
HCA
393
Harbour Capital Advisors
Virginia
$627K -$35.6K -117 -5%
CPIG
394
Chicago Partners Investment Group
Illinois
$623K +$232K +747 +59%
DAS
395
Dynamic Advisor Solutions
Arizona
$622K +$3.07K +10 +0.5%
BAS
396
Brueske Advisory Services
Washington
$620K – – –
SI
397
Saxon Interests
Texas
$619K – – –
S
398
SimplyRich
California
$617K -$20.5K -67 -3%
SPIA
399
Steward Partners Investment Advisory
New York
$614K +$2.15K +7 +0.4%
MFG
400
Merit Financial Group
Georgia
$613K +$280K +913 +84%
14 15
16
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