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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$877K -$62.3K -191 -7%
CA
402
Clearstead Advisors
Ohio
$876K +$6.19K +19 +0.7%
QI
403
Qtron Investments
Massachusetts
$875K
NA
404
NewEdge Advisors
Louisiana
$875K +$59.3K +182 +8%
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$859K +$17.6K +54 +2%
TFS
406
Thoroughbred Financial Services
Tennessee
$855K -$146K -448 -15%
IIC
407
Ironwood Investment Counsel
Arizona
$846K -$34.5K -106 -4%
GAM
408
Groupama Asset Management
France
$843K -$1.35M -4,131 -62%
CGH
409
Crossmark Global Holdings
Texas
$839K -$63.6K -195 -7%
EPIM
410
Evelyn Partners Investment Management
$815K
EF
411
Empowered Funds
Pennsylvania
$811K +$113K +347 +17%
SEEDPG
412
S.E.E.D. Planning Group
New York
$811K -$20.9K -64 -3%
AIM
413
Aigen Investment Management
New York
$805K +$776K +2,381 New
ECM
414
Everence Capital Management
Indiana
$804K -$257K -790 -25%
GS
415
GTS Securities
New York
$798K +$134K +411 +21%
SCA
416
Snowden Capital Advisors
New York
$795K +$47.3K +145 +7%
GF
417
Gabelli Funds
New York
$777K
GC
418
Guggenheim Capital
Illinois
$761K -$71.7K -220 -9%
GIA
419
Gateway Investment Advisers
Ohio
$760K -$2.61K -8 -0.4%
First Manhattan
420
First Manhattan
New York
$746K
VSQM
421
V-Square Quantitative Management
Illinois
$743K +$30.6K +94 +4%
LCOV
422
London Company of Virginia
Virginia
$740K +$714K +2,191 New
LAI
423
Legal Advantage Investments
California
$732K -$16.3K -50 -2%
3IP
424
3Chopt Investment Partners
Virginia
$731K +$703K +2,156 New
HCA
425
Harbour Capital Advisors
Virginia
$723K +$222K +680 +45%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.