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Willis Towers Watson

714 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, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
401
SimplyRich
California
$617K
SPIA
402
Steward Partners Investment Advisory
New York
$614K
MFG
403
Merit Financial Group
Georgia
$613K
ET
404
Entropy Technologies
New York
$612K
VI
405
Vestcor Inc
New Brunswick, Canada
$602K
BEI
406
Benjamin Edwards Inc
Missouri
$591K
AIM
407
Achmea Investment Management
Netherlands
$569K
BTI
408
Blue Trust Inc
Georgia
$553K
ECM
409
Everence Capital Management
Indiana
$546K
Empower Advisory Group
410
Empower Advisory Group
Colorado
$531K
ACM
411
Aquatic Capital Management
Illinois
$524K
Focus Partners Wealth
412
Focus Partners Wealth
Massachusetts
$523K
NRS
413
Neville Rodie & Shaw
New York
$520K
FHA
414
First Horizon Advisors
Tennessee
$514K
SCA
415
Snowden Capital Advisors
New York
$509K
SI
416
Stephens Inc
Arkansas
$501K
SBFM
417
S-Bank Fund Management
Finland
$500K
SFA
418
Sequoia Financial Advisors
Ohio
$499K
BB
419
Busey Bank
Illinois
$496K
CCM
420
Coldstream Capital Management
Washington
$495K
PAS
421
Park Avenue Securities
New York
$484K
EAM
422
Evanson Asset Management
California
$483K
UAS
423
United Asset Strategies
New York
$481K
FWM
424
Fonville Wealth Management
Virginia
$477K
Lido Advisors
425
Lido Advisors
California
$473K