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Willis Towers Watson

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWA
476
Monument Group Wealth Advisors
Massachusetts
$317K -$56.4K -184 -15%
ATI
477
Act Two Investors
California
$315K
TA
478
Tectonic Advisors
Texas
$315K
AG
479
Ascent Group
Virginia
$308K -$1.61M -5,238 -84%
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$308K +$308K +1,004 New
CI
481
Cigna Investments
Connecticut
$305K -$5.22K -17 -2%
Envestnet Portfolio Solutions
482
Envestnet Portfolio Solutions
Illinois
$304K -$111K -363 -27%
EWA
483
EverSource Wealth Advisors
Alabama
$303K +$126K +411 +71%
WBC
484
Westpac Banking Corp
Australia
$303K -$2.76K -9 -0.9%
SWM
485
Seed Wealth Management
Illinois
$297K
JSSH
486
J. Safra Sarasin Holding
$295K +$295K +962 New
SMF
487
Scott Marsh Financial
Utah
$291K +$291K +950 New
CCWM
488
Cassaday & Co Wealth Management
Virginia
$291K +$8.58K +28 +3%
RCA
489
Resonant Capital Advisors
Wisconsin
$287K +$32.6K +106 +13%
ERIC
490
Eagle Rock Investment Company
Georgia
$283K
KeyBank National Association
491
KeyBank National Association
Ohio
$278K +$7.05K +23 +3%
IIC
492
Integrated Investment Consultants
Michigan
$278K +$278K +908 New
FFL
493
Financial Freedom LLC
Ohio
$274K +$919 +3 +0.3%
WPC
494
Wedmont Private Capital
Pennsylvania
$273K -$39.8K -129 -13%
SMA
495
Sage Mountain Advisors
Georgia
$268K -$41.7K -136 -13%
PAG
496
Private Advisor Group
New Jersey
$259K +$7.05K +23 +3%
RDWM
497
Red Door Wealth Management
Tennessee
$257K
CCA
498
Checchi Capital Advisers
California
$255K -$18.1K -59 -7%
TSS
499
Two Sigma Securities
New York
$254K -$657K -2,142 -72%
GRP
500
Global Retirement Partners
California
$252K +$252K +822 New