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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
8.82%
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
Bessemer Group
426
Bessemer Group
New Jersey
$476K +$87.8K +286 +21%
Lido Advisors
427
Lido Advisors
California
$476K -$224K -729 -31%
MCM
428
MAI Capital Management
Ohio
$475K +$157K +513 +46%
RWMH
429
Riverpoint Wealth Management Holdings
Illinois
$474K +$59.5K +194 +14%
WC
430
Westerkirk Capital
$472K
TW
431
ticino wealth
California
$468K +$168K +548 +64%
NRS
432
Neville Rodie & Shaw
New York
$465K -$30.7K -100 -6%
SC
433
Syon Capital
California
$464K -$79.5K -259 -14%
FWM
434
Fonville Wealth Management
Virginia
$453K +$920 +3 +0.2%
SFI
435
Siemens Fonds Invest
Germany
$451K -$4.91K -16 -1%
GC
436
Guggenheim Capital
Illinois
$447K +$472K +1,537 New
RIL
437
Rothschild Investment LLC
Illinois
$446K +$113K +367 +31%
DFA
438
DHJJ Financial Advisors
Illinois
$446K
3IP
439
3Chopt Investment Partners
Virginia
$446K -$65.7K -214 -12%
TG
440
TCW Group
California
$441K +$22.4K +73 +5%
CIA
441
Cladis Investment Advisory
Montana
$439K
Cambridge Investment Research Advisors
442
Cambridge Investment Research Advisors
Iowa
$437K +$63.2K +206 +16%
WIA
443
World Investment Advisors
California
$428K -$33.8K -110 -7%
Janney Montgomery Scott
444
Janney Montgomery Scott
Pennsylvania
$427K -$467K -1,521 -51%
QCG
445
Quadrant Capital Group
Ohio
$422K -$9.51K -31 -2%
CPBTD
446
Central Pacific Bank - Trust Division
Hawaii
$422K
DS
447
DRW Securities
Illinois
$415K -$145K -473 -25%
RWM
448
Ritholtz Wealth Management
New York
$408K +$41.1K +134 +11%
MYIA
449
Mount Yale Investment Advisors
Colorado
$403K +$178K +580 +72%
BBA
450
Baader Bank Aktiengesellschaft
Germany
$403K +$425K +1,385 New

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.