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Willis Towers Watson

719 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, 244 increasing their positions, 251 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:

1.1% less ownership

Funds ownership: 94.99%93.89% (-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
719
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
PFW
451
Petros Family Wealth
Minnesota
$419K
FCP
452
Fidelis Capital Partners
Florida
$416K
SCTC
453
Sanibel Captiva Trust Company
Florida
$415K
FFM
454
Forum Financial Management
Illinois
$413K
EAM
455
Evanson Asset Management
California
$406K
PHS
456
Pekin Hardy Strauss
Illinois
$404K
RIL
457
Rothschild Investment LLC
Illinois
$403K
TAM
458
Trust Asset Management
Texas
$403K
AIM
459
Alhambra Investment Management
Florida
$396K
PCP
460
Proficio Capital Partners
Massachusetts
$393K
WBC
461
Westpac Banking Corp
Australia
$392K
QCG
462
Quadrant Capital Group
Ohio
$392K
FTWA
463
Fifth Third Wealth Advisors
Ohio
$389K
OP
464
ORG Partners
Indiana
$388K
MCM
465
MAI Capital Management
Ohio
$386K
ASN
466
Advisory Services Network
Georgia
$383K
FCG
467
Fielder Capital Group
Tennessee
$380K
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$377K
Bessemer Group
469
Bessemer Group
New Jersey
$376K
MFA
470
Mayflower Financial Advisors
Massachusetts
$375K
CWM
471
Connecticut Wealth Management
Connecticut
$369K
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$366K
Hudson Bay Capital Management
473
Hudson Bay Capital Management
Connecticut
$364K
MGWA
474
Monument Group Wealth Advisors
Massachusetts
$357K
GAM
475
Groupama Asset Management
France
$357K