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Willis Towers Watson

719 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.1% less ownership

Funds ownership: 94.99%93.89% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
476
IEQ Capital
California
$357K
RBCM
477
Raub Brock Capital Management
California
$345K
EWA
478
EverSource Wealth Advisors
Alabama
$344K
CI
479
CX Institutional
Indiana
$344K
GWM
480
Gibbs Wealth Management
Georgia
$342K
RCA
481
Resonant Capital Advisors
Wisconsin
$340K
SWM
482
Seed Wealth Management
Illinois
$335K
FFA
483
Farther Finance Advisors
California
$332K
CI
484
Cigna Investments
Connecticut
$332K
CCWM
485
Cassaday & Co Wealth Management
Virginia
$328K
WPC
486
Wedmont Private Capital
Pennsylvania
$322K
NWAG
487
Net Worth Advisory Group
Utah
$312K
MAS
488
Meeder Advisory Services
Ohio
$311K
RDWM
489
Red Door Wealth Management
Tennessee
$290K
BFG
490
Birch Financial Group
New Hampshire
$289K
GRP
491
Global Retirement Partners
California
$287K
QIM
492
Quantitative Investment Management
Virginia
$285K
ACA
493
Aptus Capital Advisors
Alabama
$283K
CIA
494
Citadel Investment Advisory
Ohio
$282K
GT
495
Greenleaf Trust
Michigan
$282K
IIM
496
Intact Investment Management
Quebec, Canada
$276K
WA
497
Waverly Advisors
Alabama
$270K
LAM
498
Longboard Asset Management
Arizona
$270K
WIA
499
World Investment Advisors
California
$269K
UCFA
500
United Capital Financial Advisors
Texas
$268K