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Willis Towers Watson

712 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 243 increasing their positions, 273 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 105

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Profund Advisors
Maryland
$382K
TCA
452
Transcend Capital Advisors
New Jersey
$372K
RWM
453
Ritholtz Wealth Management
New York
$371K
SCTC
454
Sanibel Captiva Trust Company
Florida
$368K
FFM
455
Forum Financial Management
Illinois
$367K
P
456
&Partners
Tennessee
$360K
MCM
457
MAI Capital Management
Ohio
$359K
TAM
458
Trust Asset Management
Texas
$357K
FTWA
459
Fifth Third Wealth Advisors
Ohio
$355K
BBHC
460
Brown Brothers Harriman & Co
New York
$354K
AIM
461
Alhambra Investment Management
Florida
$351K
KPWS
462
Kestra Private Wealth Services
Texas
$349K
FPAS
463
Focus Partners Advisor Solutions
Missouri
$349K
ASN
464
Advisory Services Network
Georgia
$348K
OP
465
ORG Partners
Indiana
$344K
OF
466
Optimize Financial
California
$343K
AWAU
467
Alliance Wealth Advisors (Utah)
Utah
$341K
PD
468
Point72 (DIFC)
United Arab Emirates
$340K
QL
469
Quarry LP
New York
$339K
FCG
470
Fielder Capital Group
Tennessee
$338K
RBCM
471
Raub Brock Capital Management
California
$337K
SCM
472
SCS Capital Management
Massachusetts
$336K
Bessemer Group
473
Bessemer Group
New Jersey
$334K
MFA
474
Mayflower Financial Advisors
Massachusetts
$329K
CWM
475
Connecticut Wealth Management
Connecticut
$328K