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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Coldstream Capital Management
Washington
$346K +$28.5K +91 +9%
SFI
477
Siemens Fonds Invest
Germany
$344K – – –
SC
478
Syon Capital
California
$338K +$26.6K +85 +9%
CWM
479
Connecticut Wealth Management
Connecticut
$335K -$4.07K -13 -1%
WIA
480
World Investment Advisors
California
$333K +$333K +1,063 New
CI
481
Cigna Investments
Connecticut
$328K – – –
KeyBank National Association
482
KeyBank National Association
Ohio
$327K +$40.7K +130 +14%
CC
483
Centiva Capital
New York
$326K -$195K -623 -37%
SIA
484
Schechter Investment Advisors
Michigan
$326K +$6.27K +20 +2%
ATI
485
Act Two Investors
California
$322K – – –
WBC
486
Westpac Banking Corp
Australia
$321K +$166K +530 +107%
Cohen & Steers
487
Cohen & Steers
New York
$320K -$45.4K -145 -12%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$307K -$12.2K -39 -4%
CAG
489
Csenge Advisory Group
Florida
$306K -$46.7K -149 -13%
SWM
490
Seed Wealth Management
Illinois
$304K – – –
WA
491
Waverly Advisors
Alabama
$302K +$302K +965 New
AWAU
492
Alliance Wealth Advisors (Utah)
Utah
$299K +$299K +955 New
DS
493
DRW Securities
Illinois
$297K -$1.14M -3,648 -79%
WPC
494
Wedmont Private Capital
Pennsylvania
$295K +$41.6K +133 +16%
CCWM
495
Cassaday & Co Wealth Management
Virginia
$289K – – –
SMA
496
Sage Mountain Advisors
Georgia
$283K +$59.2K +189 +26%
PAG
497
Private Advisor Group
New Jersey
$282K -$93K -297 -25%
GL
498
Graypoint LLC
New York
$281K -$626 -2 -0.2%
Bessemer Group
499
Bessemer Group
New Jersey
$279K -$939 -3 -0.3%
FFL
500
Financial Freedom LLC
Ohio
$278K -$59.2K -189 -18%
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