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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Ritholtz Wealth Management
New York
$417K -$9.49K -29 -2%
BB
452
Busey Bank
Illinois
$416K -$1.31K -4 -0.3%
FCP
453
Fidelis Capital Partners
Florida
$396K
SCTC
454
Sanibel Captiva Trust Company
Florida
$394K
JC
455
JM2 Capital
Oklahoma
$393K +$392K +1,197 New
FFM
456
Forum Financial Management
Illinois
$393K
EAM
457
Evanson Asset Management
California
$393K +$6.22K +19 +2%
CI
458
CX Institutional
Indiana
$385K +$57K +174 +17%
WA
459
Waverly Advisors
Alabama
$385K +$127K +388 +50%
RIL
460
Rothschild Investment LLC
Illinois
$384K +$655 +2 +0.2%
AIM
461
Alhambra Investment Management
Florida
$377K
PHS
462
Pekin Hardy Strauss
Illinois
$374K -$10.5K -32 -3%
PCP
463
Proficio Capital Partners
Massachusetts
$374K -$327 -1 -0.1%
OP
464
ORG Partners
Indiana
$369K +$327 +1 +0.1%
PAG
465
Private Advisor Group
New Jersey
$369K +$123K +376 +50%
TAM
466
Trust Asset Management
Texas
$369K -$14.4K -44 -4%
MCM
467
MAI Capital Management
Ohio
$368K +$1.31K +4 +0.4%
EWM
468
Empirical Wealth Management
Washington
$366K +$365K +1,115 New
JFG
469
Jefferies Financial Group
New York
$364K -$2.74M -8,365 -88%
FTWA
470
Fifth Third Wealth Advisors
Ohio
$363K -$6.88K -21 -2%
PMAM
471
Picton Mahoney Asset Management
Ontario, Canada
$363K +$361K +1,104 New
BIG
472
Brooklyn Investment Group
New York
$362K +$130K +397 +58%
MAS
473
Meeder Advisory Services
Ohio
$361K +$64.8K +198 +22%
MFA
474
Mayflower Financial Advisors
Massachusetts
$360K +$3.27K +10 +0.9%
BPA
475
Beacon Pointe Advisors
California
$359K +$357K +1,092 New