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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
376
Prudential plc
United Kingdom
$763K -$3.92M -11,985 -84%
AAP
377
Arax Advisory Partners
Colorado
$746K -$964K -2,946 -56%
KeyBank National Association
378
KeyBank National Association
Ohio
$745K +$122K +373 +20%
FHC
379
First Horizon Corporation
Tennessee
$734K +$115K +350 +19%
First Manhattan
380
First Manhattan
New York
$726K +$982 +3 +0.1%
MFG
381
Merit Financial Group
Georgia
$724K +$73K +223 +11%
S
382
Storgate
Texas
$716K +$713K +2,179 New
TFS
383
Thoroughbred Financial Services
Tennessee
$705K +$327 +1 +0%
KAS
384
Kestra Advisory Services
Texas
$700K -$228K -695 -25%
CG
385
Caprock Group
Idaho
$678K +$187K +571 +38%
IIC
386
Ironwood Investment Counsel
Arizona
$677K -$54K -165 -7%
CIA
387
Concurrent Investment Advisors
Florida
$671K +$479K +1,462 +252%
LAI
388
Legal Advantage Investments
California
$662K -$32.7K -100 -5%
S
389
SimplyRich
California
$662K
OQS
390
Occudo Quantitative Strategies
Florida
$658K +$656K +2,003 New
CPIG
391
Chicago Partners Investment Group
Illinois
$649K +$3.6K +11 +0.5%
VI
392
Vestcor Inc
New Brunswick, Canada
$645K
TCA
393
Transcend Capital Advisors
New Jersey
$644K +$71.4K +218 +13%
SPIA
394
Steward Partners Investment Advisory
New York
$640K -$24.9K -76 -4%
LNWTC
395
Laird Norton Wetherby Trust Company
Washington
$635K +$631K +1,927 New
FAM
396
Formidable Asset Management
Ohio
$633K -$436K -1,332 -42%
DS
397
DRW Securities
Illinois
$624K -$71.7K -219 -10%
AWA
398
Aaron Wealth Advisors
Illinois
$622K +$135K +411 +28%
CCM
399
Coldstream Capital Management
Washington
$614K -$30.1K -92 -5%
AIM
400
Achmea Investment Management
Netherlands
$611K +$609K +1,859 New