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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
501
Lido Advisors
California
$386K -$70.2K -207 -15%
CPIG
502
Chicago Partners Investment Group
Illinois
$386K +$21.4K +70 +6%
OF
503
Optimize Financial
California
$381K -$7.77K -23 -2%
OP
504
ORG Partners
Indiana
$375K – – –
CIA
505
Concurrent Investment Advisors
Florida
$373K -$4.39K -13 -1%
FCP
506
Fidelis Capital Partners
Florida
$373K +$1.81K +6 +0.5%
FPL
507
Fortress Private Ledger
North Carolina
$372K +$372K +1,101 New
RS
508
R Squared
Hong Kong
$372K +$372K +1,100 New
MCM
509
MAI Capital Management
Ohio
$368K -$15.6K -46 -4%
MFG
510
Merit Financial Group
Georgia
$367K +$367K +1,087 New
TI
511
TrueMark Investments
Illinois
$364K +$364K +1,078 New
MFA
512
Mayflower Financial Advisors
Massachusetts
$364K -$20.3K -60 -5%
CWM
513
Connecticut Wealth Management
Connecticut
$361K – – –
SIA
514
Schechter Investment Advisors
Michigan
$360K +$8.79K +26 +3%
ATI
515
Act Two Investors
California
$348K – – –
TA
516
Tectonic Advisors
Texas
$348K +$116K +342 +50%
Walleye Capital
517
Walleye Capital
New York
$342K +$116K +344 +51%
CI
518
Cigna Investments
Connecticut
$342K -$11.9K -35 -3%
SMA
519
Sage Mountain Advisors
Georgia
$342K +$35.8K +106 +12%
BBHC
520
Brown Brothers Harriman & Co
New York
$340K -$89.6K -265 -21%
IIM
521
Intact Investment Management
Quebec, Canada
$338K -$608K -1,800 -64%
AWM
522
Apollon Wealth Management
South Carolina
$337K +$337K +998 New
WBC
523
Westpac Banking Corp
Australia
$337K -$9.8K -29 -3%
IGAM
524
iA Global Asset Management
Quebec, Canada
$328K +$328K +972 New
SWM
525
Seed Wealth Management
Illinois
$328K – – –
19 20
21
22 23