We are live on ! Find out more
WTW icon

Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
476
Golden State Equity Partners
California
$326K +$344K +1,122 New
EWM
477
Empirical Wealth Management
Washington
$325K +$920 +3 +0.3%
MFA
478
Mayflower Financial Advisors
Massachusetts
$324K +$6.44K +21 +2%
FTWA
479
Fifth Third Wealth Advisors
Ohio
$322K +$614 +2 +0.2%
FFN
480
Focus Financial Network
Minnesota
$322K +$340K +1,108 New
CC
481
Carlson Capital
Texas
$320K +$338K +1,100 New
JF
482
Jump Financial
Illinois
$319K +$337K +1,098 New
AssetMark Inc
483
AssetMark Inc
California
$318K -$1.84M -6,006 -85%
VF
484
Virtu Financial
New York
$312K +$330K +1,075 New
FCG
485
Fielder Capital Group
Tennessee
$311K +$12.3K +40 +4%
CWM
486
Connecticut Wealth Management
Connecticut
$311K
SCTC
487
Sanibel Captiva Trust Company
Florida
$302K -$49.1K -160 -13%
P
488
&Partners
Tennessee
$297K -$122K -399 -28%
AFCM
489
Applied Finance Capital Management
Puerto Rico
$294K +$310K +1,010 New
AWA
490
Aaron Wealth Advisors
Illinois
$291K -$273K -890 -47%
GT
491
Greenleaf Trust
Michigan
$283K -$10.1K -33 -3%
SWM
492
Seed Wealth Management
Illinois
$282K
OCA
493
OpenArc Corporate Advisory
Georgia
$282K +$22.1K +72 +8%
SL
494
Summitry LLC
California
$280K +$29.8K +97 +11%
CCA
495
Checchi Capital Advisers
California
$275K +$68.7K +224 +31%
FFA
496
Farther Finance Advisors
California
$274K +$80.4K +262 +38%
AF
497
Allworth Financial
California
$274K +$70.3K +229 +32%
CCWM
498
Cassaday & Co Wealth Management
Virginia
$272K -$4.29K -14 -1%
CI
499
CX Institutional
Indiana
$271K -$73.3K -239 -20%
WAM
500
Wakefield Asset Management
Colorado
$267K