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Willis Towers Watson

724 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 75 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:

1.09% less ownership

Funds ownership: 94.98%93.9% (-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
724
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
CPBTD
501
Central Pacific Bank - Trust Division
Hawaii
$268K
IIC
502
Integrated Investment Consultants
Michigan
$264K
IA
503
IFP Advisors
Florida
$262K
William Blair Investment Management
504
William Blair Investment Management
Illinois
$261K
IFWM
505
Institute for Wealth Management
Colorado
$261K
CA
506
Commerzbank Aktiengesellschaft
Germany
$260K
ERIC
507
Eagle Rock Investment Company
Georgia
$259K
Focus Partners Wealth
508
Focus Partners Wealth
Massachusetts
$259K
PAG
509
Private Advisor Group
New Jersey
$258K
AFG
510
Atomi Financial Group
New York
$258K
CCA
511
Checchi Capital Advisers
California
$255K
CFG
512
Chapman Financial Group
Hawaii
$253K
PFM
513
Patton Fund Management
Texas
$251K
WAM
514
Wakefield Asset Management
Colorado
$249K
SWGC
515
Summit Wealth Group (Colorado)
Colorado
$248K
SIG
516
Stonegate Investment Group
Alabama
$247K
PCA
517
Pallas Capital Advisors
Massachusetts
$247K
MWM
518
Modera Wealth Management
New Jersey
$244K
HCM
519
Howard Capital Management
Georgia
$243K
CIM
520
Cambria Investment Management
California
$243K
PCS
521
Personal CFO Solutions
New Jersey
$241K
Fisher Asset Management
522
Fisher Asset Management
Washington
$237K
PWW
523
Pettyjohn Wood & White
Virginia
$235K
MYAM
524
Meiji Yasuda Asset Management
Japan
$234K
PWG
525
Portside Wealth Group
Utah
$231K