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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$305M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$266M
5
Invesco
Invesco
Georgia
+$89.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$322M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$211M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
5
Citadel Advisors
Citadel Advisors
Florida
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
501
Checchi Capital Advisers
California
$278K -$1.57K -5 -0.6%
GT
502
Greenleaf Trust
Michigan
$268K +$3.45K +11 +1%
JF
503
Jump Financial
Illinois
$264K -$2.26M -7,227 -90%
STA
504
Summit Trail Advisors
New York
$264K +$264K +840 New
ERIC
505
Eagle Rock Investment Company
Georgia
$263K – – –
RDWM
506
Red Door Wealth Management
Tennessee
$263K – – –
AWS
507
Atria Wealth Solutions
New York
$263K +$263K +840 New
PWG
508
Portside Wealth Group
Utah
$262K +$262K +837 New
CIA
509
Citadel Investment Advisory
Ohio
$259K – – –
RIL
510
Rothschild Investment LLC
Illinois
$253K – – –
RCA
511
Resonant Capital Advisors
Wisconsin
$253K +$5.34K +17 +2%
William Blair Investment Management
512
William Blair Investment Management
Illinois
$250K – – –
ASN
513
Advisory Services Network
Georgia
$249K -$260K -828 -51%
CI
514
CX Institutional
Indiana
$249K +$18.8K +60 +8%
ACM
515
Aster Capital Management
United Arab Emirates
$246K +$246K +786 New
UCFA
516
United Capital Financial Advisors
Texas
$246K -$138K -440 -36%
LAM
517
Longboard Asset Management
Arizona
$245K +$245K +782 New
QWM
518
Quadcap Wealth Management
Texas
$240K -$8.46K -27 -3%
MWM
519
Modera Wealth Management
New Jersey
$238K +$4.7K +15 +2%
IFU
520
iSAM Funds (UK)
United Kingdom
$238K +$238K +760 New
CA
521
Commerzbank Aktiengesellschaft
Germany
$235K +$235K +750 New
PCM
522
Penserra Capital Management
California
$228K +$75.7K +243 +50%
SIG
523
Stonegate Investment Group
Alabama
$226K +$226K +723 New
FCBT
524
First Citizens Bank & Trust
North Carolina
$226K +$226K +721 New
WAM
525
Wakefield Asset Management
Colorado
$226K +$226K +720 New
19 20
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