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Willis Towers Watson
WTW

Overview Fund Activity

710 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, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$312M
3
AllianceBernstein
AllianceBernstein
Tennessee
$318M
4
Parnassus Investments
Parnassus Investments
California
$105M
5
Bank of America
Bank of America
North Carolina
$228M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$575M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
Citadel Advisors
Citadel Advisors
Florida
$27M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$265M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
451
Transcend Capital Advisors
New Jersey
$372K +$177K +579 +91%
RWM
452
Ritholtz Wealth Management
New York
$371K +$2.45K +8 +0.7%
SCTC
453
Sanibel Captiva Trust Company
Florida
$368K – – –
FFM
454
Forum Financial Management
Illinois
$367K – – –
P
455
&Partners
Tennessee
$360K +$71.3K +232 +25%
MCM
456
MAI Capital Management
Ohio
$359K +$25.1K +82 +8%
TAM
457
Trust Asset Management
Texas
$357K – – –
FTWA
458
Fifth Third Wealth Advisors
Ohio
$355K -$54.3K -177 -13%
BBHC
459
Brown Brothers Harriman & Co
New York
$354K +$46K +150 +15%
AIM
460
Alhambra Investment Management
Florida
$351K – – –
KPWS
461
Kestra Private Wealth Services
Texas
$349K -$5.21K -17 -1%
FPAS
462
Focus Partners Advisor Solutions
Missouri
$349K +$125K +409 +56%
ASN
463
Advisory Services Network
Georgia
$348K +$95.4K +302 +38%
OP
464
ORG Partners
Indiana
$344K +$1.85K +6 +0.5%
OF
465
Optimize Financial
California
$343K -$2.45K -8 -0.7%
AWAU
466
Alliance Wealth Advisors (Utah)
Utah
$341K -$12K -39 -3%
PD
467
Point72 (DIFC)
United Arab Emirates
$340K +$340K +1,108 New
QL
468
Quarry LP
New York
$339K -$476K -1,553 -58%
FCG
469
Fielder Capital Group
Tennessee
$338K -$42.6K -139 -11%
RBCM
470
Raub Brock Capital Management
California
$337K -$76.6K -250 -19%
SCM
471
SCS Capital Management
Massachusetts
$336K +$336K +1,094 New
Bessemer Group
472
Bessemer Group
New Jersey
$334K -$35.8K -117 -10%
MFA
473
Mayflower Financial Advisors
Massachusetts
$329K -$613 -2 -0.2%
CWM
474
Connecticut Wealth Management
Connecticut
$328K – – –
PWG
475
Portside Wealth Group
Utah
$325K -$36.8K -120 -10%
17 18
19
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