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Willis Towers Watson

738 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 108 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
738
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
AFG
501
Atomi Financial Group
New York
$295K
OCA
502
OpenArc Corporate Advisory
Georgia
$295K
NWAG
503
Net Worth Advisory Group
Utah
$291K
SL
504
Summitry LLC
California
$284K
TW
505
ticino wealth
California
$282K
RDWM
506
Red Door Wealth Management
Tennessee
$276K
MWM
507
Maridea Wealth Management
New York
$275K
BFG
508
Birch Financial Group
New Hampshire
$275K
GWM
509
Gibbs Wealth Management
Georgia
$275K
GWMR
510
GC Wealth Management RIA
Massachusetts
$274K
ACA
511
Aptus Capital Advisors
Alabama
$270K
CIA
512
Citadel Investment Advisory
Ohio
$268K
MYIA
513
Mount Yale Investment Advisors
Colorado
$265K
IIM
514
Intact Investment Management
Quebec, Canada
$263K
ASN
515
Advisory Services Network
Georgia
$263K
BG
516
Bollard Group
Massachusetts
$258K
LAM
517
Longboard Asset Management
Arizona
$257K
NAM
518
NorthCrest Asset Manangement
Minnesota
$253K
MGIA
519
Moneta Group Investment Advisors
Missouri
$252K
IFWM
520
Institute for Wealth Management
Colorado
$248K
ERIC
521
Eagle Rock Investment Company
Georgia
$246K
BAM
522
Blueshift Asset Management
New Jersey
$246K
Fisher Asset Management
523
Fisher Asset Management
Washington
$246K
HCM
524
Howard Capital Management
Georgia
$244K
UCFA
525
United Capital Financial Advisors
Texas
$240K