We are live on ! Find out more
WTW icon

Willis Towers Watson

727 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, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-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
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$268K +$6.15K +19 +3%
CPBTD
502
Central Pacific Bank - Trust Division
Hawaii
$268K +$40.5K +125 +19%
IIC
503
Integrated Investment Consultants
Michigan
$264K -$46.3K -143 -16%
IA
504
IFP Advisors
Florida
$262K +$7.77K +24 +3%
William Blair Investment Management
505
William Blair Investment Management
Illinois
$261K -$2.92K -9 -1%
IFWM
506
Institute for Wealth Management
Colorado
$261K +$245K +755 New
CA
507
Commerzbank Aktiengesellschaft
Germany
$260K
ERIC
508
Eagle Rock Investment Company
Georgia
$259K -$56.4K -174 -19%
Focus Partners Wealth
509
Focus Partners Wealth
Massachusetts
$259K -$311K -960 -56%
PAG
510
Private Advisor Group
New Jersey
$258K -$31.4K -97 -11%
AFG
511
Atomi Financial Group
New York
$258K +$19.1K +59 +9%
CCA
512
Checchi Capital Advisers
California
$255K -$30.4K -94 -11%
CFG
513
Chapman Financial Group
Hawaii
$253K -$16.2K -50 -6%
PFM
514
Patton Fund Management
Texas
$251K
WAM
515
Wakefield Asset Management
Colorado
$249K
SWGC
516
Summit Wealth Group (Colorado)
Colorado
$248K +$371K +1,147 New
SIG
517
Stonegate Investment Group
Alabama
$247K
PCA
518
Pallas Capital Advisors
Massachusetts
$247K +$324 +1 +0.1%
MWM
519
Modera Wealth Management
New Jersey
$244K +$5.51K +17 +2%
HCM
520
Howard Capital Management
Georgia
$243K +$5.83K +18 +3%
CIM
521
Cambria Investment Management
California
$243K +$228K +704 New
PCS
522
Personal CFO Solutions
New Jersey
$241K +$226K +697 New
Fisher Asset Management
523
Fisher Asset Management
Washington
$237K +$222K +686 New
PWW
524
Pettyjohn Wood & White
Virginia
$235K
MYAM
525
Meiji Yasuda Asset Management
Japan
$234K -$42.4K -131 -16%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.