WTW icon

Willis Towers Watson

713 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, 235 increasing their positions, 279 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 113

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
713
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
SummitTX Capital
Texas
$578K
S
402
SimplyRich
California
$573K
VI
403
Vestcor Inc
New Brunswick, Canada
$571K
AUB
404
Atlantic Union Bankshares
Virginia
$571K
HT
405
Headlands Technologies
Illinois
$567K
CCM
406
Coldstream Capital Management
Washington
$545K
SI
407
Saxon Interests
Texas
$535K
KAS
408
Kestra Advisory Services
Texas
$532K
LNWTC
409
Laird Norton Wetherby Trust Company
Washington
$531K
SI
410
Stephens Inc
Arkansas
$529K
FAM
411
Formidable Asset Management
Ohio
$522K
BTI
412
Blue Trust Inc
Georgia
$519K
TIA
413
Traphagen Investment Advisors
New Jersey
$519K
CG
414
Caprock Group
Idaho
$514K
BIA
415
Bell Investment Advisors
California
$510K
PCM
416
Polymer Capital Management
New York
$506K
HCA
417
Harbour Capital Advisors
Virginia
$499K
MGWM
418
Marks Group Wealth Management
Minnesota
$494K
BIG
419
Brooklyn Investment Group
New York
$481K
GS
420
GTS Securities
New York
$479K
GWM
421
Gibbs Wealth Management
Georgia
$479K
Robeco Institutional Asset Management
422
Robeco Institutional Asset Management
Netherlands
$476K
SPIA
423
Steward Partners Investment Advisory
New York
$476K
Bessemer Group
424
Bessemer Group
New Jersey
$476K
Lido Advisors
425
Lido Advisors
California
$476K