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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
SC
376
Savant Capital
Illinois
$774K +$8.74K +27 +1%
BJL
377
Brighton Jones LLC
Washington
$773K +$28.5K +88 +4%
IIC
378
Ironwood Investment Counsel
Arizona
$768K -$3.78M -11,687 -84%
First Manhattan
379
First Manhattan
New York
$762K -$13K -40 -2%
JF
380
Jump Financial
Illinois
$756K +$709K +2,188 New
VT
381
Vise Technologies
New York
$751K +$21.1K +65 +3%
TFS
382
Thoroughbred Financial Services
Tennessee
$741K +$324 +1 +0%
TWC
383
TD Waterhouse Canada
Ontario, Canada
$740K +$289K +893 +71%
DS
384
DRW Securities
Illinois
$733K +$442K +1,365 +181%
LAI
385
Legal Advantage Investments
California
$731K
DAS
386
Dynamic Advisor Solutions
Arizona
$710K +$9.07K +28 +1%
BAS
387
Brueske Advisory Services
Washington
$702K +$2.92K +9 +0.4%
SCM
388
SCS Capital Management
Massachusetts
$700K +$301K +928 +85%
SPIA
389
Steward Partners Investment Advisory
New York
$699K +$7.13K +22 +1%
HCA
390
Harbour Capital Advisors
Virginia
$699K -$19.4K -60 -3%
S
391
SimplyRich
California
$696K
MFG
392
Merit Financial Group
Georgia
$684K -$6.15K -19 -1%
VI
393
Vestcor Inc
New Brunswick, Canada
$678K
CCM
394
Coldstream Capital Management
Washington
$678K +$112K +346 +21%
GWMR
395
GC Wealth Management RIA
Massachusetts
$656K +$615K +1,898 New
KeyBank National Association
396
KeyBank National Association
Ohio
$655K +$320K +987 +109%
BTI
397
Blue Trust Inc
Georgia
$653K +$27.5K +85 +5%
FHC
398
First Horizon Corporation
Tennessee
$651K +$610K +1,885 New
MSE
399
MUFG Securities EMEA
United Kingdom
$645K +$509K +1,573 +535%
SI
400
Stephens Inc
Arkansas
$642K +$72.2K +223 +14%

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.