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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Profund Advisors
Maryland
$471K -$28.4K -87 -6%
AFW
477
Avantra Family Wealth
Pennsylvania
$471K -$5.54K -17 -1%
FRM
478
Fox Run Management
Connecticut
$469K +$452K +1,388 New
CAL
479
Capital Analysts LLC
Pennsylvania
$468K
MM
480
MQS Management
New York
$467K +$450K +1,382 New
CAM
481
Cresset Asset Management
Illinois
$459K -$17.3K -53 -4%
DADC
482
D.A. Davidson & Co
Montana
$458K +$442K +1,356 New
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$457K -$128K -393 -23%
RBCM
484
Raub Brock Capital Management
California
$456K
BEI
485
Benjamin Edwards Inc
Missouri
$451K -$45.6K -140 -9%
FTWA
486
Fifth Third Wealth Advisors
Ohio
$451K +$36.8K +113 +9%
QC
487
Quadrature Capital
United Kingdom
$430K -$2.73M -8,381 -87%
RT
488
Rockland Trust
Massachusetts
$428K
STA
489
Summit Trail Advisors
New York
$428K +$138K +422 +50%
FCG
490
Fielder Capital Group
Tennessee
$419K -$54.8K -168 -12%
Cambridge Investment Research Advisors
491
Cambridge Investment Research Advisors
Iowa
$419K -$42.7K -131 -10%
MGWA
492
Monument Group Wealth Advisors
Massachusetts
$412K -$184K -565 -32%
HAG
493
HighPoint Advisor Group
Illinois
$411K +$9.45K +29 +2%
Bessemer Group
494
Bessemer Group
New Jersey
$408K +$103K +317 +36%
RWM
495
Ritholtz Wealth Management
New York
$406K +$392K +1,202 New
SCTC
496
Sanibel Captiva Trust Company
Florida
$406K
FFM
497
Forum Financial Management
Illinois
$404K -$326 -1 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
498
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$402K +$388K +1,190 New
QCG
499
Quadrant Capital Group
Ohio
$401K +$290K +890 +301%
SFI
500
Siemens Fonds Invest
Germany
$399K +$27.4K +84 +8%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.