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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$235M +$6.32M +19,515 +3%
Charles Schwab
27
Charles Schwab
California
$209M -$1.75M -5,395 -0.9%
Goldman Sachs
28
Goldman Sachs
New York
$202M +$58.8M +181,686 +45%
Bank of America
29
Bank of America
North Carolina
$198M -$55.6M -171,569 -23%
AGA
30
Altrinsic Global Advisors
Connecticut
$184M -$22.9M -70,842 -12%
N
31
Nuveen
North Carolina
$182M -$3.18M -9,806 -2%
ACP
32
Atalan Capital Partners
New York
$178M +$4.96M +15,300 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$170M -$2.54M -7,850 -2%
RRAM
34
River Road Asset Management
Kentucky
$169M +$51.2M +158,185 +48%
CCP
35
Clarkston Capital Partners
Michigan
$155M -$7.13M -22,008 -5%
SCA
36
Southpoint Capital Advisors
New York
$138M
Parnassus Investments
37
Parnassus Investments
California
$122M +$3.55M +10,960 +3%
Deutsche Bank
38
Deutsche Bank
Germany
$117M +$2.56M +7,919 +2%
CIC
39
Crawford Investment Counsel
Georgia
$114M +$4.53M +14,003 +4%
Barclays
40
Barclays
United Kingdom
$107M -$4.4M -13,601 -4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$105M -$22.3M -68,892 -18%
UBS Group
42
UBS Group
Switzerland
$101M +$4.85M +14,969 +5%
JP Morgan Chase
43
JP Morgan Chase
New York
$101M +$12.9M +39,716 +16%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$100M -$3.39M -10,459 -3%
JIC
45
Johnson Investment Counsel
Ohio
$99.6M -$206K -636 -0.2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$98.7M -$4.89M -15,100 -5%
Amundi
47
Amundi
France
$97.5M -$1.15M -3,554 -1%
BIP
48
Brandes Investment Partners
California
$89.7M +$8.35M +25,782 +11%
CF
49
Canoe Financial
Alberta, Canada
$89M +$7.21M +22,248 +9%
TI
50
Tidal Investments
Wisconsin
$88.3M +$70M +216,124 +546%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.