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Willis Towers Watson

714 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 250 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
426
Aaron Wealth Advisors
Illinois
$512K
AFW
427
Avantra Family Wealth
Pennsylvania
$498K
RWMH
428
Riverpoint Wealth Management Holdings
Illinois
$496K
UAS
429
United Asset Strategies
New York
$491K
FFL
430
Financial Freedom LLC
Ohio
$489K
SMA
431
Sage Mountain Advisors
Georgia
$489K
BBHC
432
Brown Brothers Harriman & Co
New York
$486K
CG
433
Caprock Group
Idaho
$486K
CFM
434
Catalyst Funds Management
Australia
$484K
SFI
435
Siemens Fonds Invest
Germany
$478K
CAL
436
Capital Analysts LLC
Pennsylvania
$478K
P
437
&Partners
Tennessee
$476K
OF
438
Optimize Financial
California
$473K
PIM
439
Plato Investment Management
Australia
$466K
PA
440
Profund Advisors
Maryland
$462K
TE
441
Tema ETFs
New York
$462K
DC
442
Davenport & Co
Virginia
$460K
CGH
443
Crossmark Global Holdings
Texas
$449K
RWM
444
Ritholtz Wealth Management
New York
$448K
BB
445
Busey Bank
Illinois
$439K
RT
446
Rockland Trust
Massachusetts
$437K
JSW
447
Journey Strategic Wealth
New Jersey
$421K
PFW
448
Petros Family Wealth
Minnesota
$419K
FCP
449
Fidelis Capital Partners
Florida
$416K
SCTC
450
Sanibel Captiva Trust Company
Florida
$415K