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Willis Towers Watson

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
401
Vestcor Inc
New Brunswick, Canada
$657K -$940 -3 -0.1%
S
402
SimplyRich
California
$652K
EF
403
Empowered Funds
Pennsylvania
$643K -$741K -2,364 -54%
Capstone Investment Advisors
404
Capstone Investment Advisors
New York
$642K -$30.1K -96 -4%
BAS
405
Brueske Advisory Services
Washington
$633K +$633K +2,022 New
IWC
406
Integrated Wealth Concepts
Massachusetts
$632K +$3.45K +11 +0.5%
MYAM
407
Meiji Yasuda Asset Management
Japan
$631K +$14.7K +47 +2%
BOTPPF
408
Board of the Pension Protection Fund
United Kingdom
$626K +$626K +2,000 New
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$621K +$144K +460 +30%
DAS
410
Dynamic Advisor Solutions
Arizona
$621K +$16K +51 +3%
GS
411
GTS Securities
New York
$611K +$260K +830 +74%
RRCM
412
Rappaport Reiches Capital Management
Illinois
$602K +$313 +1 +0.1%
UAS
413
United Asset Strategies
New York
$602K -$188K -600 -24%
SPIA
414
Steward Partners Investment Advisory
New York
$595K +$62.4K +199 +12%
Alyeska Investment Group
415
Alyeska Investment Group
Illinois
$591K -$55.2M -176,230 -99%
SI
416
Saxon Interests
Texas
$574K
WCM
417
Washington Capital Management
Washington
$564K
SSWM
418
Sheets Smith Wealth Management
North Carolina
$561K +$168K +535 +43%
MGWA
419
Monument Group Wealth Advisors
Massachusetts
$559K -$184K -586 -25%
DFA
420
DHJJ Financial Advisors
Illinois
$548K
Envestnet Portfolio Solutions
421
Envestnet Portfolio Solutions
Illinois
$547K +$35.7K +114 +7%
Empower Advisory Group
422
Empower Advisory Group
Colorado
$546K +$7.52K +24 +1%
JHP
423
James Hambro & Partners
United Kingdom
$526K
Teacher Retirement System of Texas
424
Teacher Retirement System of Texas
Texas
$522K -$26.7M -85,110 -98%
RG
425
Rathbones Group
United Kingdom
$522K