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Willis Towers Watson

712 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 243 increasing their positions, 273 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 105

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
476
Portside Wealth Group
Utah
$325K
MGWA
477
Monument Group Wealth Advisors
Massachusetts
$317K
ATI
478
Act Two Investors
California
$315K
TA
479
Tectonic Advisors
Texas
$315K
AG
480
Ascent Group
Virginia
$308K
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$308K
CI
482
Cigna Investments
Connecticut
$305K
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$304K
EWA
484
EverSource Wealth Advisors
Alabama
$303K
WBC
485
Westpac Banking Corp
Australia
$303K
SWM
486
Seed Wealth Management
Illinois
$297K
JSSH
487
J. Safra Sarasin Holding
$295K
SMF
488
Scott Marsh Financial
Utah
$291K
CCWM
489
Cassaday & Co Wealth Management
Virginia
$291K
RCA
490
Resonant Capital Advisors
Wisconsin
$287K
ERIC
491
Eagle Rock Investment Company
Georgia
$283K
KeyBank National Association
492
KeyBank National Association
Ohio
$278K
IIC
493
Integrated Investment Consultants
Michigan
$278K
FFL
494
Financial Freedom LLC
Ohio
$274K
WPC
495
Wedmont Private Capital
Pennsylvania
$273K
SMA
496
Sage Mountain Advisors
Georgia
$268K
PAG
497
Private Advisor Group
New Jersey
$259K
RDWM
498
Red Door Wealth Management
Tennessee
$257K
CCA
499
Checchi Capital Advisers
California
$255K
TSS
500
Two Sigma Securities
New York
$254K