We are live on ! Find out more
WTW icon

Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
451
Empower Advisory Group
Colorado
$585K -$3.91K -12 -0.7%
DTL
452
Dynamic Technology Lab
Singapore
$583K +$562K +1,725 New
VCM
453
Voleon Capital Management
California
$571K -$2.01M -6,161 -78%
JHP
454
James Hambro & Partners
United Kingdom
$567K
RG
455
Rathbones Group
United Kingdom
$563K
CG
456
Caprock Group
Idaho
$560K +$60.9K +187 +13%
CP
457
CenterBook Partners
Connecticut
$556K -$366K -1,123 -41%
UAS
458
United Asset Strategies
New York
$548K -$97.8K -300 -16%
CL
459
Choreo LLC
Illinois
$547K -$3.58K -11 -0.7%
FHA
460
First Horizon Advisors
Tennessee
$541K +$5.21K +16 +1%
EAM
461
Evanson Asset Management
California
$533K
SFA
462
Sequoia Financial Advisors
Ohio
$529K +$8.47K +26 +2%
FWM
463
Fonville Wealth Management
Virginia
$526K
IWC
464
Integrated Wealth Concepts
Massachusetts
$520K -$157K -481 -24%
Osaic Holdings
465
Osaic Holdings
Arizona
$519K -$3.19M -9,780 -86%
CIA
466
Cladis Investment Advisory
Montana
$510K
PHS
467
Pekin Hardy Strauss
Illinois
$510K -$33.9K -104 -6%
PCP
468
Proficio Capital Partners
Massachusetts
$502K +$7.5K +23 +2%
TFF
469
The Family Firm
Maryland
$499K
RWMH
470
Riverpoint Wealth Management Holdings
Illinois
$485K
HI
471
Horizon Investments
North Carolina
$484K +$14.7K +45 +3%
CCM
472
Coldstream Capital Management
Washington
$482K +$105K +321 +29%
BJL
473
Brighton Jones LLC
Washington
$476K +$13K +40 +3%
1C
474
111 Capital
France
$475K +$459K +1,407 New
DC
475
Davenport & Co
Virginia
$472K +$3.58K +11 +0.8%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.