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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
451
Davenport & Co
Virginia
$434K – – –
Cambridge Investment Research Advisors
452
Cambridge Investment Research Advisors
Iowa
$430K -$33.8K -108 -7%
KPWS
453
Kestra Private Wealth Services
Texas
$430K +$5.64K +18 +1%
BJL
454
Brighton Jones LLC
Washington
$429K +$19.1K +61 +5%
HAG
455
HighPoint Advisor Group
Illinois
$424K +$958 +3 +0.2%
Lido Advisors
456
Lido Advisors
California
$423K +$17K +54 +4%
RBCM
457
Raub Brock Capital Management
California
$423K – – –
N
458
Numerai
California
$420K +$175K +559 +71%
FCP
459
Fidelis Capital Partners
Florida
$406K +$1.65K +5 +0.4%
SRL
460
Scientech Research LLC
New Jersey
$405K +$405K +1,294 New
GRP
461
Global Retirement Partners
California
$399K +$107K +340 +36%
BBHC
462
Brown Brothers Harriman & Co
New York
$398K +$89.9K +287 +29%
RT
463
Rockland Trust
Massachusetts
$397K – – –
AIM
464
Alhambra Investment Management
Florida
$395K – – –
TAM
465
Trust Asset Management
Texas
$384K – – –
FTWA
466
Fifth Third Wealth Advisors
Ohio
$382K -$4.7K -15 -1%
VT
467
Vise Technologies
New York
$382K +$64.5K +206 +20%
SCTC
468
Sanibel Captiva Trust Company
Florida
$376K -$37.6K -120 -9%
FFM
469
Forum Financial Management
Illinois
$375K +$13.8K +44 +4%
CPIG
470
Chicago Partners Investment Group
Illinois
$374K -$20.7K -66 -5%
OF
471
Optimize Financial
California
$360K +$360K +1,149 New
MFA
472
Mayflower Financial Advisors
Massachusetts
$356K +$4.07K +13 +1%
MCM
473
MAI Capital Management
Ohio
$356K +$356K +1,135 New
CIA
474
Concurrent Investment Advisors
Florida
$350K +$15.7K +50 +5%
OP
475
ORG Partners
Indiana
$348K – – –
17 18
19
20 21