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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

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
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BB
451
Busey Bank
Illinois
$416K
FCP
452
Fidelis Capital Partners
Florida
$396K
SCTC
453
Sanibel Captiva Trust Company
Florida
$394K
JC
454
JM2 Capital
Oklahoma
$393K
FFM
455
Forum Financial Management
Illinois
$393K
EAM
456
Evanson Asset Management
California
$393K
CI
457
CX Institutional
Indiana
$385K
WA
458
Waverly Advisors
Alabama
$385K
RIL
459
Rothschild Investment LLC
Illinois
$384K
AIM
460
Alhambra Investment Management
Florida
$377K
PHS
461
Pekin Hardy Strauss
Illinois
$374K
PCP
462
Proficio Capital Partners
Massachusetts
$374K
OP
463
ORG Partners
Indiana
$369K
PAG
464
Private Advisor Group
New Jersey
$369K
TAM
465
Trust Asset Management
Texas
$369K
MCM
466
MAI Capital Management
Ohio
$368K
EWM
467
Empirical Wealth Management
Washington
$366K
JFG
468
Jefferies Financial Group
New York
$364K
FTWA
469
Fifth Third Wealth Advisors
Ohio
$363K
PMAM
470
Picton Mahoney Asset Management
Ontario, Canada
$363K
BIG
471
Brooklyn Investment Group
New York
$362K
MAS
472
Meeder Advisory Services
Ohio
$361K
MFA
473
Mayflower Financial Advisors
Massachusetts
$360K
BPA
474
Beacon Pointe Advisors
California
$359K
Vontobel Holding
475
Vontobel Holding
Switzerland
$358K