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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Connecticut Wealth Management
Connecticut
$351K
EFG
477
Everhart Financial Group
Ohio
$348K
CSPIA
478
Cary Street Partners Investment Advisory
Virginia
$342K
AC
479
AlphaCore Capital
California
$342K
MGWA
480
Monument Group Wealth Advisors
Massachusetts
$340K
IC
481
IEQ Capital
California
$339K
FCG
482
Fielder Capital Group
Tennessee
$339K
JSW
483
Journey Strategic Wealth
New Jersey
$334K
GT
484
Greenleaf Trust
Michigan
$331K
FC
485
Farringdon Capital
United Kingdom
$330K
PA
486
Profund Advisors
Maryland
$328K
SWM
487
Seed Wealth Management
Illinois
$319K
PCM
488
Prelude Capital Management
New York
$319K
EPW
489
Evolve Private Wealth
California
$315K
CCWM
490
Cassaday & Co Wealth Management
Virginia
$312K
CI
491
Cigna Investments
Connecticut
$309K
GAM
492
Groupama Asset Management
France
$308K
EWA
493
EverSource Wealth Advisors
Alabama
$307K
CFM
494
Catalyst Funds Management
Australia
$302K
WAM
495
Wakefield Asset Management
Colorado
$302K
CIM
496
Confluence Investment Management
Missouri
$299K
WPC
497
Wedmont Private Capital
Pennsylvania
$299K
NW
498
NewEdge Wealth
Pennsylvania
$297K
RBCM
499
Raub Brock Capital Management
California
$296K
AFG
500
Atomi Financial Group
New York
$295K