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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
426
United Services Automobile Association
Texas
$721K +$696K +2,137 New
PAS
427
Point72 Asia (Singapore)
Singapore
$709K +$684K +2,099 New
S
428
SimplyRich
California
$703K
BAS
429
Brueske Advisory Services
Washington
$683K
DAS
430
Dynamic Advisor Solutions
Arizona
$682K +$11.4K +35 +2%
FC
431
Farringdon Capital
United Kingdom
$680K +$656K +2,012 New
JG
432
Jain Global
New York
$679K +$655K +2,009 New
MYAM
433
Meiji Yasuda Asset Management
Japan
$677K -$3.58K -11 -0.5%
SPIA
434
Steward Partners Investment Advisory
New York
$675K +$31.9K +98 +5%
CJ
435
Caitlin John
Michigan
$668K -$1.29M -3,964 -67%
VI
436
Vestcor Inc
New Brunswick, Canada
$668K -$39.1K -120 -6%
BB
437
Busey Bank
Illinois
$664K -$59.6K -183 -9%
SC
438
Savant Capital
Illinois
$656K -$3.41M -10,460 -84%
RRCM
439
Rappaport Reiches Capital Management
Illinois
$654K +$3.91K +12 +0.6%
VA
440
Vident Advisory
Georgia
$647K +$166K +510 +36%
SI
441
Stephens Inc
Arkansas
$626K +$61.6K +189 +11%
SI
442
Saxon Interests
Texas
$619K
WCM
443
Washington Capital Management
Washington
$608K
VIM
444
Vinva Investment Management
Australia
$608K -$621K -1,906 -51%
BTI
445
Blue Trust Inc
Georgia
$607K +$47.9K +147 +9%
SSWM
446
Sheets Smith Wealth Management
North Carolina
$605K
MSA
447
MUFG Securities Americas
New York
$597K +$91.3K +280 +19%
Focus Partners Wealth
448
Focus Partners Wealth
Massachusetts
$592K -$75.6K -232 -12%
DFA
449
DHJJ Financial Advisors
Illinois
$591K
GWM
450
Gibbs Wealth Management
Georgia
$587K +$233K +715 +70%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.