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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$205M +$1.01M +3,087 +0.5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$198M -$3.87M -11,867 -2%
N
28
Nuveen
North Carolina
$195M -$3.81M -11,696 -2%
AllianceBernstein
29
AllianceBernstein
Tennessee
$195M -$924K -2,835 -0.5%
SCA
30
Southpoint Capital Advisors
New York
$186M -$48.9M -150,000 -21%
CCP
31
Clarkston Capital Partners
Michigan
$173M +$21.2K +65 +0%
AGA
32
Altrinsic Global Advisors
Connecticut
$168M -$5.05M -15,492 -3%
Amundi
33
Amundi
France
$165M -$19.8M -60,871 -11%
Bank of America
34
Bank of America
North Carolina
$161M +$57.1M +175,216 +58%
ACP
35
Atalan Capital Partners
New York
$161M
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$151M -$25.9M -79,349 -15%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$150M -$2.81M -8,622 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$128M +$101M +310,878 +463%
Polen Capital Management
39
Polen Capital Management
Florida
$124M +$77.6M +237,953 +185%
Goldman Sachs
40
Goldman Sachs
New York
$123M -$22.2M -68,018 -16%
Deutsche Bank
41
Deutsche Bank
Germany
$122M -$5.23M -16,052 -4%
UBS Group
42
UBS Group
Switzerland
$104M -$15.4M -47,152 -13%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$102M -$6.24M -19,145 -6%
CIC
44
Crawford Investment Counsel
Georgia
$96M +$10.5M +32,079 +13%
Swiss National Bank
45
Swiss National Bank
Switzerland
$96M -$945K -2,900 -1%
JIC
46
Johnson Investment Counsel
Ohio
$95.7M +$299K +918 +0.3%
Renaissance Technologies
47
Renaissance Technologies
New York
$94.9M -$1.21M -3,700 -1%
RRAM
48
River Road Asset Management
Kentucky
$93.8M -$12.4M -37,905 -12%
BIP
49
Brandes Investment Partners
California
$92.9M -$2.82M -8,646 -3%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$88.1M +$2.09M +6,404 +3%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.