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Willis Towers Watson

714 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
426
Proficio Capital Partners
Massachusetts
$472K
DFA
427
DHJJ Financial Advisors
Illinois
$470K
FPL
428
Fortress Private Ledger
North Carolina
$470K
ACA
429
Aptus Capital Advisors
Alabama
$470K
CIA
430
Cladis Investment Advisory
Montana
$463K
SC
431
Syon Capital
California
$449K
RS
432
R Squared
Hong Kong
$449K
QI
433
Qtron Investments
Massachusetts
$444K
GIM
434
Glenmede Investment Management
Pennsylvania
$444K
RWMH
435
Riverpoint Wealth Management Holdings
Illinois
$440K
HAG
436
HighPoint Advisor Group
Illinois
$440K
SFI
437
Siemens Fonds Invest
Germany
$438K
AFW
438
Avantra Family Wealth
Pennsylvania
$436K
CAM
439
Cresset Asset Management
Illinois
$435K
MM
440
MQS Management
New York
$431K
CAL
441
Capital Analysts LLC
Pennsylvania
$425K
PHS
442
Pekin Hardy Strauss
Illinois
$424K
CGH
443
Crossmark Global Holdings
Texas
$423K
DC
444
Davenport & Co
Virginia
$423K
Cambridge Investment Research Advisors
445
Cambridge Investment Research Advisors
Iowa
$418K
PIM
446
Plato Investment Management
Australia
$415K
QCG
447
Quadrant Capital Group
Ohio
$413K
MWM
448
Maridea Wealth Management
New York
$413K
FCP
449
Fidelis Capital Partners
Florida
$392K
RT
450
Rockland Trust
Massachusetts
$388K