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Willis Towers Watson

714 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 250 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
501
William Blair Investment Management
Illinois
$261K
IFWM
502
Institute for Wealth Management
Colorado
$261K
CA
503
Commerzbank Aktiengesellschaft
Germany
$260K
ERIC
504
Eagle Rock Investment Company
Georgia
$259K
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$259K
PAG
506
Private Advisor Group
New Jersey
$258K
AFG
507
Atomi Financial Group
New York
$258K
CCA
508
Checchi Capital Advisers
California
$255K
CFG
509
Chapman Financial Group
Hawaii
$253K
PFM
510
Patton Fund Management
Texas
$251K
WAM
511
Wakefield Asset Management
Colorado
$249K
SIG
512
Stonegate Investment Group
Alabama
$247K
PCA
513
Pallas Capital Advisors
Massachusetts
$247K
MWM
514
Modera Wealth Management
New Jersey
$244K
HCM
515
Howard Capital Management
Georgia
$243K
CIM
516
Cambria Investment Management
California
$243K
PCS
517
Personal CFO Solutions
New Jersey
$241K
Fisher Asset Management
518
Fisher Asset Management
Washington
$237K
PWW
519
Pettyjohn Wood & White
Virginia
$235K
MYAM
520
Meiji Yasuda Asset Management
Japan
$234K
PWG
521
Portside Wealth Group
Utah
$231K
QWM
522
Quadcap Wealth Management
Texas
$230K
ACA
523
Anchor Capital Advisors
Massachusetts
$228K
JIC
524
Joel Isaacson & Co
New York
$227K
PW
525
PUREfi Wealth
Massachusetts
$222K