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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

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
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
476
Vontobel Holding
Switzerland
$358K -$470K -1,436 -57%
CWM
477
Connecticut Wealth Management
Connecticut
$351K
EFG
478
Everhart Financial Group
Ohio
$348K +$347K +1,060 New
CSPIA
479
Cary Street Partners Investment Advisory
Virginia
$342K -$16.4K -50 -5%
AC
480
AlphaCore Capital
California
$342K +$340K +1,040 New
MGWA
481
Monument Group Wealth Advisors
Massachusetts
$340K
IC
482
IEQ Capital
California
$339K +$327 +1 +0.1%
FCG
483
Fielder Capital Group
Tennessee
$339K -$22.6K -69 -6%
JSW
484
Journey Strategic Wealth
New Jersey
$334K -$66.1K -202 -17%
GT
485
Greenleaf Trust
Michigan
$331K +$62.9K +192 +24%
FC
486
Farringdon Capital
United Kingdom
$330K +$329K +1,004 New
PA
487
Profund Advisors
Maryland
$328K -$111K -340 -25%
SWM
488
Seed Wealth Management
Illinois
$319K
PCM
489
Prelude Capital Management
New York
$319K +$318K +970 New
EPW
490
Evolve Private Wealth
California
$315K +$313K +957 New
CCWM
491
Cassaday & Co Wealth Management
Virginia
$312K
CI
492
Cigna Investments
Connecticut
$309K -$6.88K -21 -2%
GAM
493
Groupama Asset Management
France
$308K -$31.4K -96 -9%
EWA
494
EverSource Wealth Advisors
Alabama
$307K -$20K -61 -6%
CFM
495
Catalyst Funds Management
Australia
$302K -$157K -480 -34%
WAM
496
Wakefield Asset Management
Colorado
$302K +$65.5K +200 +28%
CIM
497
Confluence Investment Management
Missouri
$299K -$845K -2,581 -74%
WPC
498
Wedmont Private Capital
Pennsylvania
$299K -$5.24K -16 -2%
NW
499
NewEdge Wealth
Pennsylvania
$297K +$296K +903 New
RBCM
500
Raub Brock Capital Management
California
$296K -$32.7K -100 -10%