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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
$312M
3
AllianceBernstein
AllianceBernstein
Tennessee
$318M
4
Parnassus Investments
Parnassus Investments
California
$105M
5
Bank of America
Bank of America
North Carolina
$228M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$575M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
Citadel Advisors
Citadel Advisors
Florida
$27M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$265M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
401
Entropy Technologies
New York
$612K +$612K +1,996 New
VI
402
Vestcor Inc
New Brunswick, Canada
$602K -$3.99K -13 -0.7%
BEI
403
Benjamin Edwards Inc
Missouri
$591K +$182K +594 +44%
AIM
404
Achmea Investment Management
Netherlands
$569K -$2.14M -6,976 -79%
BTI
405
Blue Trust Inc
Georgia
$553K +$2.45K +8 +0.4%
ECM
406
Everence Capital Management
Indiana
$546K -$184K -600 -25%
Empower Advisory Group
407
Empower Advisory Group
Colorado
$531K +$613 +2 +0.1%
ACM
408
Aquatic Capital Management
Illinois
$524K -$1.46M -4,765 -74%
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$523K -$13.5K -44 -3%
NRS
410
Neville Rodie & Shaw
New York
$520K -$347K -1,134 -40%
FHA
411
First Horizon Advisors
Tennessee
$514K +$22.4K +73 +5%
SCA
412
Snowden Capital Advisors
New York
$509K -$212K -690 -29%
SI
413
Stephens Inc
Arkansas
$501K -$66.2K -216 -12%
SBFM
414
S-Bank Fund Management
Finland
$500K +$500K +1,630 New
SFA
415
Sequoia Financial Advisors
Ohio
$499K +$19K +62 +4%
BB
416
Busey Bank
Illinois
$496K -$106K -346 -18%
CCM
417
Coldstream Capital Management
Washington
$495K +$58.2K +190 +13%
PAS
418
Park Avenue Securities
New York
$484K +$484K +1,579 New
EAM
419
Evanson Asset Management
California
$483K – – –
UAS
420
United Asset Strategies
New York
$481K -$15.3K -50 -3%
FWM
421
Fonville Wealth Management
Virginia
$477K – – –
Lido Advisors
422
Lido Advisors
California
$473K +$122K +398 +35%
PCP
423
Proficio Capital Partners
Massachusetts
$472K +$16.9K +55 +4%
DFA
424
DHJJ Financial Advisors
Illinois
$470K -$65.9K -215 -12%
FPL
425
Fortress Private Ledger
North Carolina
$470K +$133K +434 +39%
15 16
17
18 19