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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$196M -$868M -2,829,793 -81%
Charles Schwab
27
Charles Schwab
California
$180M +$5.12M +16,699 +3%
AGA
28
Altrinsic Global Advisors
Connecticut
$176M +$30.5M +99,526 +20%
Citadel Advisors
29
Citadel Advisors
Florida
$167M +$170M +552,964 +2,592%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$155M +$164M +534,847 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$147M +$9.48M +30,887 +7%
RRAM
32
River Road Asset Management
Kentucky
$141M +$44.3M +144,480 +42%
Bank of America
33
Bank of America
North Carolina
$138M -$19.8M -64,643 -12%
American Century Companies
34
American Century Companies
Missouri
$135M -$55.2M -179,778 -28%
Franklin Resources
35
Franklin Resources
California
$119M +$109M +356,711 +697%
Amundi
36
Amundi
France
$106M +$13.9M +45,235 +14%
Parnassus Investments
37
Parnassus Investments
California
$106M +$2.36M +7,688 +2%
Deutsche Bank
38
Deutsche Bank
Germany
$102M +$4.67M +15,229 +5%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$98.3M -$29.1M -94,752 -22%
CIC
40
Crawford Investment Counsel
Georgia
$96.2M -$198K -646 -0.2%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$91.9M +$62.8M +204,722 +184%
BIP
42
Brandes Investment Partners
California
$86.9M +$7.19M +23,445 +9%
JIC
43
Johnson Investment Counsel
Ohio
$83.7M +$1.12M +3,666 +1%
AQR Capital Management
44
AQR Capital Management
Connecticut
$83.2M +$38.2M +124,414 +76%
Barclays
45
Barclays
United Kingdom
$82.4M -$36.9M -120,106 -30%
UBS Group
46
UBS Group
Switzerland
$81.9M -$7.88M -25,667 -8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$81.7M +$4.2M +13,680 +5%
JP Morgan Chase
48
JP Morgan Chase
New York
$78.7M -$9.32M -30,377 -10%
N
49
Nuveen
North Carolina
$78.4M -$14.6M -47,695 -15%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$77.2M +$11.4M +37,099 +16%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.