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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
FWL Investment Management
Texas
$594K +$627K +2,045 New
IIC
402
Ironwood Investment Counsel
Arizona
$581K -$18.4K -60 -3%
SC
403
SummitTX Capital
Texas
$578K -$1.01M -3,306 -62%
S
404
SimplyRich
California
$573K -$12.9K -42 -2%
VI
405
Vestcor Inc
New Brunswick, Canada
$571K
AUB
406
Atlantic Union Bankshares
Virginia
$571K +$87.1K +284 +17%
HT
407
Headlands Technologies
Illinois
$567K +$599K +1,951 New
CCM
408
Coldstream Capital Management
Washington
$545K +$2.15K +7 +0.4%
SI
409
Saxon Interests
Texas
$535K +$3.38K +11 +0.6%
KAS
410
Kestra Advisory Services
Texas
$532K -$91.7K -299 -14%
LNWTC
411
Laird Norton Wetherby Trust Company
Washington
$531K -$32.2K -105 -5%
SI
412
Stephens Inc
Arkansas
$529K +$23.9K +78 +4%
FAM
413
Formidable Asset Management
Ohio
$522K -$74.9K -244 -13%
BTI
414
Blue Trust Inc
Georgia
$519K +$920 +3 +0.2%
TIA
415
Traphagen Investment Advisors
New Jersey
$519K
CG
416
Caprock Group
Idaho
$514K -$90.5K -295 -14%
BIA
417
Bell Investment Advisors
California
$510K
PCM
418
Polymer Capital Management
New York
$506K +$534K +1,742 New
HCA
419
Harbour Capital Advisors
Virginia
$499K -$9.21K -30 -2%
MGWM
420
Marks Group Wealth Management
Minnesota
$494K -$749K -2,441 -59%
BIG
421
Brooklyn Investment Group
New York
$481K +$175K +569 +52%
GS
422
GTS Securities
New York
$479K +$81.9K +267 +19%
GWM
423
Gibbs Wealth Management
Georgia
$479K +$250K +815 +98%
Robeco Institutional Asset Management
424
Robeco Institutional Asset Management
Netherlands
$476K -$2.76K -9 -0.5%
SPIA
425
Steward Partners Investment Advisory
New York
$476K -$95.7K -312 -16%