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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
Stephens Inc
Arkansas
$521K -$133K -424 -20%
BTI
427
Blue Trust Inc
Georgia
$517K -$220K -703 -30%
CL
428
Choreo LLC
Illinois
$510K -$33.2K -106 -6%
PHS
429
Pekin Hardy Strauss
Illinois
$505K – – –
FHA
430
First Horizon Advisors
Tennessee
$497K +$1.25K +4 +0.3%
EAM
431
Evanson Asset Management
California
$494K -$72K -230 -13%
CCM
432
Causeway Capital Management
California
$490K +$490K +1,563 New
FWM
433
Fonville Wealth Management
Virginia
$487K – – –
QL
434
Quarry LP
New York
$482K -$126K -401 -21%
SFA
435
Sequoia Financial Advisors
Ohio
$482K -$939 -3 -0.2%
CIA
436
Cladis Investment Advisory
Montana
$473K – – –
MSA
437
MUFG Securities Americas
New York
$466K +$466K +1,487 New
PA
438
Profund Advisors
Maryland
$464K -$61.4K -196 -12%
TFF
439
The Family Firm
Maryland
$462K -$71.4K -228 -13%
HCA
440
Harbour Capital Advisors
Virginia
$462K -$37.1K -120 -7%
BEI
441
Benjamin Edwards Inc
Missouri
$462K +$22.6K +72 +5%
CG
442
Caprock Group
Idaho
$460K +$64.7K +206 +16%
PCP
443
Proficio Capital Partners
Massachusetts
$458K +$37K +118 +9%
RWMH
444
Riverpoint Wealth Management Holdings
Illinois
$450K – – –
AFW
445
Avantra Family Wealth
Pennsylvania
$442K +$442K +1,410 New
CAM
446
Cresset Asset Management
Illinois
$442K -$1.26M -4,022 -74%
FCG
447
Fielder Capital Group
Tennessee
$441K -$15K -48 -3%
VA
448
Vident Advisory
Georgia
$440K +$11.9K +38 +3%
HI
449
Horizon Investments
North Carolina
$435K +$3.45K +11 +0.8%
CAL
450
Capital Analysts LLC
Pennsylvania
$434K -$2.19K -7 -0.5%
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