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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
501
Portside Wealth Group
Utah
$399K +$112K +343 +41%
TAM
502
Trust Asset Management
Texas
$394K -$19.9K -61 -5%
SC
503
Syon Capital
California
$392K +$26.4K +81 +8%
KPWS
504
Kestra Private Wealth Services
Texas
$390K -$70.7K -217 -16%
AWAU
505
Alliance Wealth Advisors (Utah)
Utah
$389K +$64.2K +197 +21%
AIM
506
Alhambra Investment Management
Florida
$388K -$36.8K -113 -9%
Lido Advisors
507
Lido Advisors
California
$386K -$67.5K -207 -15%
CPIG
508
Chicago Partners Investment Group
Illinois
$386K +$22.8K +70 +6%
OF
509
Optimize Financial
California
$381K -$7.5K -23 -2%
OP
510
ORG Partners
Indiana
$375K
CIA
511
Concurrent Investment Advisors
Florida
$373K -$4.24K -13 -1%
FCP
512
Fidelis Capital Partners
Florida
$373K +$1.96K +6 +0.5%
FPL
513
Fortress Private Ledger
North Carolina
$372K +$359K +1,101 New
RS
514
R Squared
Hong Kong
$372K +$359K +1,100 New
MCM
515
MAI Capital Management
Ohio
$368K -$15K -46 -4%
MFG
516
Merit Financial Group
Georgia
$367K +$354K +1,087 New
TI
517
TrueMark Investments
Illinois
$364K +$351K +1,078 New
MFA
518
Mayflower Financial Advisors
Massachusetts
$364K -$19.6K -60 -5%
CWM
519
Connecticut Wealth Management
Connecticut
$361K
SIA
520
Schechter Investment Advisors
Michigan
$360K +$8.47K +26 +3%
ATI
521
Act Two Investors
California
$348K
TA
522
Tectonic Advisors
Texas
$348K +$111K +342 +50%
Walleye Capital
523
Walleye Capital
New York
$342K +$112K +344 +51%
CI
524
Cigna Investments
Connecticut
$342K -$11.4K -35 -3%
SMA
525
Sage Mountain Advisors
Georgia
$342K +$34.5K +106 +12%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.