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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-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
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
426
HighPoint Advisor Group
Illinois
$526K +$28.2K +87 +6%
CIA
427
Cladis Investment Advisory
Montana
$522K
PAS
428
Point72 Asia (Singapore)
Singapore
$520K +$366K +1,130 +302%
AWA
429
Aaron Wealth Advisors
Illinois
$512K +$257K +794 +116%
AFW
430
Avantra Family Wealth
Pennsylvania
$498K +$6.8K +21 +1%
RWMH
431
Riverpoint Wealth Management Holdings
Illinois
$496K
UAS
432
United Asset Strategies
New York
$491K -$48.9K -151 -10%
FFL
433
Financial Freedom LLC
Ohio
$489K +$170K +524 +59%
SMA
434
Sage Mountain Advisors
Georgia
$489K +$175K +541 +62%
BBHC
435
Brown Brothers Harriman & Co
New York
$486K +$81.6K +252 +22%
CG
436
Caprock Group
Idaho
$486K +$481K +1,486 New
CFM
437
Catalyst Funds Management
Australia
$484K +$453K +1,400 New
SFI
438
Siemens Fonds Invest
Germany
$478K -$14.9K -46 -3%
CAL
439
Capital Analysts LLC
Pennsylvania
$478K
P
440
&Partners
Tennessee
$476K +$58K +179 +15%
OF
441
Optimize Financial
California
$473K +$81K +250 +22%
PIM
442
Plato Investment Management
Australia
$466K
PA
443
Profund Advisors
Maryland
$462K +$29.5K +91 +7%
TE
444
Tema ETFs
New York
$462K +$433K +1,336 New
DC
445
Davenport & Co
Virginia
$460K -$15.2K -47 -3%
CGH
446
Crossmark Global Holdings
Texas
$449K -$25.6K -79 -6%
RWM
447
Ritholtz Wealth Management
New York
$448K +$28.5K +88 +7%
BB
448
Busey Bank
Illinois
$439K -$112K -347 -21%
RT
449
Rockland Trust
Massachusetts
$437K
CAM
450
Cresset Asset Management
Illinois
$428K +$34K +105 +9%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.