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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Groupama Asset Management
France
$357K +$335K +1,033 New
IC
477
IEQ Capital
California
$357K -$3.23M -9,977 -91%
RBCM
478
Raub Brock Capital Management
California
$345K -$32.4K -100 -9%
EWA
479
EverSource Wealth Advisors
Alabama
$344K +$2.27K +7 +0.7%
CI
480
CX Institutional
Indiana
$344K +$72.9K +225 +29%
GWM
481
Gibbs Wealth Management
Georgia
$342K -$366K -1,129 -53%
RCA
482
Resonant Capital Advisors
Wisconsin
$340K +$15.9K +49 +5%
SWM
483
Seed Wealth Management
Illinois
$335K
FFA
484
Farther Finance Advisors
California
$332K +$163K +502 +109%
CI
485
Cigna Investments
Connecticut
$332K -$10.4K -32 -3%
CCWM
486
Cassaday & Co Wealth Management
Virginia
$328K
WPC
487
Wedmont Private Capital
Pennsylvania
$322K +$11K +34 +4%
NWAG
488
Net Worth Advisory Group
Utah
$312K +$293K +904 New
MAS
489
Meeder Advisory Services
Ohio
$311K +$43.4K +134 +17%
RDWM
490
Red Door Wealth Management
Tennessee
$290K
BFG
491
Birch Financial Group
New Hampshire
$289K +$271K +836 New
GRP
492
Global Retirement Partners
California
$287K +$2.92K +9 +1%
QIM
493
Quantitative Investment Management
Virginia
$285K +$268K +826 New
ACA
494
Aptus Capital Advisors
Alabama
$283K -$232K -715 -47%
CIA
495
Citadel Investment Advisory
Ohio
$282K
GT
496
Greenleaf Trust
Michigan
$282K
IIM
497
Intact Investment Management
Quebec, Canada
$276K
WA
498
Waverly Advisors
Alabama
$270K -$1.94K -6 -0.8%
LAM
499
Longboard Asset Management
Arizona
$270K
WIA
500
World Investment Advisors
California
$269K +$11.3K +35 +5%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.