We are live on ! Find out more
WTW icon

Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AFW
426
Avantra Family Wealth
Pennsylvania
$488K +$13.7K +42 +3%
QCG
427
Quadrant Capital Group
Ohio
$487K +$114K +347 +31%
MFS
428
Mirabella Financial Services
United Kingdom
$486K +$484K +1,479 New
BBHC
429
Brown Brothers Harriman & Co
New York
$480K +$17.4K +53 +4%
CPBTD
430
Central Pacific Bank - Trust Division
Hawaii
$476K +$221K +675 +87%
TG
431
TCW Group
California
$475K +$473K +1,445 New
RWMH
432
Riverpoint Wealth Management Holdings
Illinois
$472K
P
433
&Partners
Tennessee
$468K +$23.2K +71 +5%
DC
434
Davenport & Co
Virginia
$466K +$28.2K +86 +6%
MC
435
Machina Capital
France
$465K +$463K +1,415 New
CAM
436
Cresset Asset Management
Illinois
$463K +$55K +168 +14%
OF
437
Optimize Financial
California
$455K +$5.24K +16 +1%
GS
438
GTS Securities
New York
$454K -$118K -361 -21%
HHCP
439
Hilton Head Capital Partners
South Carolina
$454K +$452K +1,381 New
AWA
440
ARQ Wealth Advisors
Arizona
$449K -$81.8K -250 -15%
PIM
441
Plato Investment Management
Australia
$449K
Bessemer Group
442
Bessemer Group
New Jersey
$445K +$85.4K +261 +24%
UAS
443
United Asset Strategies
New York
$434K -$32.7K -100 -7%
OAM
444
Oppenheimer Asset Management
New York
$432K -$1.02M -3,126 -70%
Cambridge Investment Research Advisors
445
Cambridge Investment Research Advisors
Iowa
$427K -$131K -400 -24%
SBFM
446
S-Bank Fund Management
Finland
$423K -$106K -323 -20%
SOW
447
State of Wyoming
Wyoming
$422K +$420K +1,284 New
SMA
448
Sage Mountain Advisors
Georgia
$421K -$44.2K -135 -10%
RT
449
Rockland Trust
Massachusetts
$420K +$3.93K +12 +0.9%
PAS
450
Park Avenue Securities
New York
$419K -$117K -357 -22%