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Willis Towers Watson

714 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 250 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
451
Forum Financial Management
Illinois
$413K
EAM
452
Evanson Asset Management
California
$406K
PHS
453
Pekin Hardy Strauss
Illinois
$404K
RIL
454
Rothschild Investment LLC
Illinois
$403K
TAM
455
Trust Asset Management
Texas
$403K
AIM
456
Alhambra Investment Management
Florida
$396K
PCP
457
Proficio Capital Partners
Massachusetts
$393K
WBC
458
Westpac Banking Corp
Australia
$392K
QCG
459
Quadrant Capital Group
Ohio
$392K
FTWA
460
Fifth Third Wealth Advisors
Ohio
$389K
OP
461
ORG Partners
Indiana
$388K
MCM
462
MAI Capital Management
Ohio
$386K
ASN
463
Advisory Services Network
Georgia
$383K
FCG
464
Fielder Capital Group
Tennessee
$380K
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$377K
Bessemer Group
466
Bessemer Group
New Jersey
$376K
MFA
467
Mayflower Financial Advisors
Massachusetts
$375K
CWM
468
Connecticut Wealth Management
Connecticut
$369K
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$366K
Hudson Bay Capital Management
470
Hudson Bay Capital Management
Connecticut
$364K
MGWA
471
Monument Group Wealth Advisors
Massachusetts
$357K
GAM
472
Groupama Asset Management
France
$357K
IC
473
IEQ Capital
California
$357K
RBCM
474
Raub Brock Capital Management
California
$345K
EWA
475
EverSource Wealth Advisors
Alabama
$344K