WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
451
CenterBook Partners
Connecticut
$556K -$380K -1,123 -41%
UAS
452
United Asset Strategies
New York
$548K -$101K -300 -16%
CL
453
Choreo LLC
Illinois
$547K -$3.73K -11 -0.7%
FHA
454
First Horizon Advisors
Tennessee
$541K +$5.41K +16 +1%
EAM
455
Evanson Asset Management
California
$533K – – –
SFA
456
Sequoia Financial Advisors
Ohio
$529K +$8.79K +26 +2%
FWM
457
Fonville Wealth Management
Virginia
$526K – – –
IWC
458
Integrated Wealth Concepts
Massachusetts
$520K -$163K -481 -24%
Osaic Holdings
459
Osaic Holdings
Arizona
$519K -$3.32M -9,780 -86%
CIA
460
Cladis Investment Advisory
Montana
$510K – – –
PHS
461
Pekin Hardy Strauss
Illinois
$510K -$35.1K -104 -6%
PCP
462
Proficio Capital Partners
Massachusetts
$502K +$7.78K +23 +2%
TFF
463
The Family Firm
Maryland
$499K – – –
RWMH
464
Riverpoint Wealth Management Holdings
Illinois
$485K – – –
HI
465
Horizon Investments
North Carolina
$484K +$15.2K +45 +3%
CCM
466
Coldstream Capital Management
Washington
$482K +$108K +321 +29%
BJL
467
Brighton Jones LLC
Washington
$476K +$13.5K +40 +3%
1C
468
111 Capital
France
$475K +$475K +1,407 New
DC
469
Davenport & Co
Virginia
$472K +$3.72K +11 +0.8%
PA
470
Profund Advisors
Maryland
$471K -$29.4K -87 -6%
AFW
471
Avantra Family Wealth
Pennsylvania
$471K -$5.75K -17 -1%
FRM
472
Fox Run Management
Connecticut
$469K +$469K +1,388 New
CAL
473
Capital Analysts LLC
Pennsylvania
$468K – – –
MM
474
MQS Management
New York
$467K +$467K +1,382 New
CAM
475
Cresset Asset Management
Illinois
$459K -$18K -53 -4%
17 18
19
20 21