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Willis Towers Watson

714 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, 241 increasing their positions, 250 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:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
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
CI
476
CX Institutional
Indiana
$344K
GWM
477
Gibbs Wealth Management
Georgia
$342K
RCA
478
Resonant Capital Advisors
Wisconsin
$340K
SWM
479
Seed Wealth Management
Illinois
$335K
FFA
480
Farther Finance Advisors
California
$332K
CI
481
Cigna Investments
Connecticut
$332K
CCWM
482
Cassaday & Co Wealth Management
Virginia
$328K
WPC
483
Wedmont Private Capital
Pennsylvania
$322K
NWAG
484
Net Worth Advisory Group
Utah
$312K
MAS
485
Meeder Advisory Services
Ohio
$311K
RDWM
486
Red Door Wealth Management
Tennessee
$290K
BFG
487
Birch Financial Group
New Hampshire
$289K
GRP
488
Global Retirement Partners
California
$287K
QIM
489
Quantitative Investment Management
Virginia
$285K
ACA
490
Aptus Capital Advisors
Alabama
$283K
CIA
491
Citadel Investment Advisory
Ohio
$282K
GT
492
Greenleaf Trust
Michigan
$282K
IIM
493
Intact Investment Management
Quebec, Canada
$276K
WA
494
Waverly Advisors
Alabama
$270K
LAM
495
Longboard Asset Management
Arizona
$270K
WIA
496
World Investment Advisors
California
$269K
UCFA
497
United Capital Financial Advisors
Texas
$268K
CPBTD
498
Central Pacific Bank - Trust Division
Hawaii
$268K
IA
499
IFP Advisors
Florida
$265K
IIC
500
Integrated Investment Consultants
Michigan
$264K