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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

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
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$746K
KeyBank National Association
377
KeyBank National Association
Ohio
$745K
FHC
378
First Horizon Corporation
Tennessee
$734K
First Manhattan
379
First Manhattan
New York
$726K
MFG
380
Merit Financial Group
Georgia
$724K
S
381
Storgate
Texas
$716K
TFS
382
Thoroughbred Financial Services
Tennessee
$705K
KAS
383
Kestra Advisory Services
Texas
$700K
CG
384
Caprock Group
Idaho
$678K
IIC
385
Ironwood Investment Counsel
Arizona
$677K
CIA
386
Concurrent Investment Advisors
Florida
$671K
LAI
387
Legal Advantage Investments
California
$662K
S
388
SimplyRich
California
$662K
OQS
389
Occudo Quantitative Strategies
Florida
$658K
CPIG
390
Chicago Partners Investment Group
Illinois
$649K
VI
391
Vestcor Inc
New Brunswick, Canada
$645K
TCA
392
Transcend Capital Advisors
New Jersey
$644K
SPIA
393
Steward Partners Investment Advisory
New York
$640K
LNWTC
394
Laird Norton Wetherby Trust Company
Washington
$635K
FAM
395
Formidable Asset Management
Ohio
$633K
DS
396
DRW Securities
Illinois
$624K
AWA
397
Aaron Wealth Advisors
Illinois
$622K
CCM
398
Coldstream Capital Management
Washington
$614K
AIM
399
Achmea Investment Management
Netherlands
$611K
SC
400
Syon Capital
California
$609K