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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FPL
401
Fortress Private Ledger
North Carolina
$642K +$105K +324 +21%
CPIG
402
Chicago Partners Investment Group
Illinois
$641K -$1.94K -6 -0.3%
TRCT
403
Tower Research Capital (TRC)
New York
$629K -$616K -1,901 -51%
3IP
404
3Chopt Investment Partners
Virginia
$620K -$102K -315 -15%
ECM
405
Everence Capital Management
Indiana
$615K
BIA
406
Bell Investment Advisors
California
$608K +$551K +1,701 +2,933%
TCA
407
Transcend Capital Advisors
New Jersey
$602K +$171K +528 +43%
GS
408
GTS Securities
New York
$602K +$564K +1,742 New
Empower Advisory Group
409
Empower Advisory Group
Colorado
$600K +$1.29K +4 +0.2%
SI
410
Saxon Interests
Texas
$598K
IWC
411
Integrated Wealth Concepts
Massachusetts
$594K -$112K -347 -17%
NRS
412
Neville Rodie & Shaw
New York
$587K
Cambridge Investment Research Advisors
413
Cambridge Investment Research Advisors
Iowa
$587K +$109K +337 +25%
AUB
414
Atlantic Union Bankshares
Virginia
$578K +$541K +1,672 New
SC
415
Syon Capital
California
$572K +$61.5K +190 +13%
Wolverine Trading
416
Wolverine Trading
Illinois
$569K +$539K +1,663 New
SFA
417
Sequoia Financial Advisors
Ohio
$566K +$3.89K +12 +0.7%
PAS
418
Park Avenue Securities
New York
$564K +$16.8K +52 +3%
GIM
419
Glenmede Investment Management
Pennsylvania
$562K +$58.3K +180 +12%
AWA
420
ARQ Wealth Advisors
Arizona
$560K +$524K +1,617 New
SCA
421
Snowden Capital Advisors
New York
$556K -$16.8K -52 -3%
SBFM
422
S-Bank Fund Management
Finland
$556K -$6.8K -21 -1%
FWM
423
Fonville Wealth Management
Virginia
$537K -$324 -1 -0.1%
DFA
424
DHJJ Financial Advisors
Illinois
$530K
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$529K +$496K +1,530 New

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.