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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
426
Dynamic Advisor Solutions
Arizona
$682K +$11.8K +35 +2%
FC
427
Farringdon Capital
United Kingdom
$680K +$680K +2,012 New
JG
428
Jain Global
New York
$679K +$679K +2,009 New
MYAM
429
Meiji Yasuda Asset Management
Japan
$677K -$3.72K -11 -0.5%
SPIA
430
Steward Partners Investment Advisory
New York
$675K +$33.1K +98 +5%
CJ
431
Caitlin John
Michigan
$668K -$1.34M -3,964 -67%
VI
432
Vestcor Inc
New Brunswick, Canada
$668K -$40.6K -120 -6%
BB
433
Busey Bank
Illinois
$664K -$61.8K -183 -9%
RRCM
434
Rappaport Reiches Capital Management
Illinois
$654K +$4.06K +12 +0.6%
VA
435
Vident Advisory
Georgia
$647K +$172K +510 +36%
SI
436
Stephens Inc
Arkansas
$626K +$63.9K +189 +11%
SI
437
Saxon Interests
Texas
$619K – – –
WCM
438
Washington Capital Management
Washington
$608K – – –
VIM
439
Vinva Investment Management
Australia
$608K -$643K -1,906 -51%
BTI
440
Blue Trust Inc
Georgia
$607K +$49.7K +147 +9%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$605K – – –
MSA
442
MUFG Securities Americas
New York
$597K +$94.6K +280 +19%
Focus Partners Wealth
443
Focus Partners Wealth
Massachusetts
$592K -$78.4K -232 -12%
DFA
444
DHJJ Financial Advisors
Illinois
$591K – – –
Empower Advisory Group
445
Empower Advisory Group
Colorado
$585K -$4.06K -12 -0.7%
DTL
446
Dynamic Technology Lab
Singapore
$583K +$583K +1,725 New
VCM
447
Voleon Capital Management
California
$571K -$2.08M -6,161 -78%
JHP
448
James Hambro & Partners
United Kingdom
$567K – – –
RG
449
Rathbones Group
United Kingdom
$563K – – –
CG
450
Caprock Group
Idaho
$560K +$63.4K +187 +13%
16 17
18
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