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Willis Towers Watson

716 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 112

15% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
Empirical Wealth Management
Washington
$325K
MFA
477
Mayflower Financial Advisors
Massachusetts
$324K
FTWA
478
Fifth Third Wealth Advisors
Ohio
$322K
FFN
479
Focus Financial Network
Minnesota
$322K
CC
480
Carlson Capital
Texas
$320K
JF
481
Jump Financial
Illinois
$319K
AssetMark Inc
482
AssetMark Inc
California
$318K
VF
483
Virtu Financial
New York
$312K
FCG
484
Fielder Capital Group
Tennessee
$311K
CWM
485
Connecticut Wealth Management
Connecticut
$311K
SCTC
486
Sanibel Captiva Trust Company
Florida
$302K
P
487
&Partners
Tennessee
$297K
AFCM
488
Applied Finance Capital Management
Puerto Rico
$294K
AWA
489
Aaron Wealth Advisors
Illinois
$291K
GT
490
Greenleaf Trust
Michigan
$283K
SWM
491
Seed Wealth Management
Illinois
$282K
OCA
492
OpenArc Corporate Advisory
Georgia
$282K
SL
493
Summitry LLC
California
$280K
CCA
494
Checchi Capital Advisers
California
$275K
FFA
495
Farther Finance Advisors
California
$274K
AF
496
Allworth Financial
California
$274K
CCWM
497
Cassaday & Co Wealth Management
Virginia
$272K
CI
498
CX Institutional
Indiana
$271K
WAM
499
Wakefield Asset Management
Colorado
$267K
PAS
500
Park Avenue Securities
New York
$263K