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Willis Towers Watson

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
476
D.A. Davidson & Co
Montana
$458K +$458K +1,356 New
Envestnet Portfolio Solutions
477
Envestnet Portfolio Solutions
Illinois
$457K -$133K -393 -23%
RBCM
478
Raub Brock Capital Management
California
$456K
BEI
479
Benjamin Edwards Inc
Missouri
$451K -$47.3K -140 -9%
FTWA
480
Fifth Third Wealth Advisors
Ohio
$451K +$38.2K +113 +9%
QC
481
Quadrature Capital
United Kingdom
$430K -$2.83M -8,381 -87%
RT
482
Rockland Trust
Massachusetts
$428K
STA
483
Summit Trail Advisors
New York
$428K +$143K +422 +50%
FCG
484
Fielder Capital Group
Tennessee
$419K -$56.8K -168 -12%
Cambridge Investment Research Advisors
485
Cambridge Investment Research Advisors
Iowa
$419K -$44.2K -131 -10%
MGWA
486
Monument Group Wealth Advisors
Massachusetts
$412K -$191K -565 -32%
HAG
487
HighPoint Advisor Group
Illinois
$411K +$8.78K +29 +2%
Bessemer Group
488
Bessemer Group
New Jersey
$408K +$107K +317 +36%
RWM
489
Ritholtz Wealth Management
New York
$406K +$406K +1,202 New
SCTC
490
Sanibel Captiva Trust Company
Florida
$406K
FFM
491
Forum Financial Management
Illinois
$404K -$338 -1 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
492
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$402K +$402K +1,190 New
QCG
493
Quadrant Capital Group
Ohio
$401K +$301K +890 +301%
SFI
494
Siemens Fonds Invest
Germany
$399K +$28.4K +84 +8%
PWG
495
Portside Wealth Group
Utah
$399K +$116K +343 +41%
TAM
496
Trust Asset Management
Texas
$394K -$20.6K -61 -5%
SC
497
Syon Capital
California
$392K +$27.4K +81 +8%
KPWS
498
Kestra Private Wealth Services
Texas
$390K -$73.3K -217 -16%
AWAU
499
Alliance Wealth Advisors (Utah)
Utah
$389K +$66.6K +197 +21%
AIM
500
Alhambra Investment Management
Florida
$388K -$38.2K -113 -9%