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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-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
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
451
Journey Strategic Wealth
New Jersey
$421K +$162K +501 +70%
PFW
452
Petros Family Wealth
Minnesota
$419K +$393K +1,214 New
FCP
453
Fidelis Capital Partners
Florida
$416K +$324 +1 +0.1%
SCTC
454
Sanibel Captiva Trust Company
Florida
$415K
FFM
455
Forum Financial Management
Illinois
$413K +$324 +1 +0.1%
EAM
456
Evanson Asset Management
California
$406K -$130K -400 -25%
PHS
457
Pekin Hardy Strauss
Illinois
$404K -$69K -213 -15%
RIL
458
Rothschild Investment LLC
Illinois
$403K +$119K +368 +46%
TAM
459
Trust Asset Management
Texas
$403K
AIM
460
Alhambra Investment Management
Florida
$396K
PCP
461
Proficio Capital Partners
Massachusetts
$393K -$131K -403 -26%
WBC
462
Westpac Banking Corp
Australia
$392K +$47.9K +148 +15%
QCG
463
Quadrant Capital Group
Ohio
$392K -$69.6K -215 -16%
FTWA
464
Fifth Third Wealth Advisors
Ohio
$389K -$9.72K -30 -3%
OP
465
ORG Partners
Indiana
$388K +$1.62K +5 +0.4%
MCM
466
MAI Capital Management
Ohio
$386K -$17.8K -55 -5%
ASN
467
Advisory Services Network
Georgia
$383K +$1.94K +6 +0.5%
FCG
468
Fielder Capital Group
Tennessee
$380K
CSPIA
469
Cary Street Partners Investment Advisory
Virginia
$377K +$88.1K +272 +33%
Bessemer Group
470
Bessemer Group
New Jersey
$376K +$648 +2 +0.2%
MFA
471
Mayflower Financial Advisors
Massachusetts
$375K +$3.56K +11 +1%
CWM
472
Connecticut Wealth Management
Connecticut
$369K
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$366K +$17.8K +55 +5%
Hudson Bay Capital Management
474
Hudson Bay Capital Management
Connecticut
$364K +$342K +1,055 New
MGWA
475
Monument Group Wealth Advisors
Massachusetts
$357K

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.