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Willis Towers Watson

718 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 76 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:

1.11% less ownership

Funds ownership: 94.99%93.88% (-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
718
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
IA
501
IFP Advisors
Florida
$265K
IIC
502
Integrated Investment Consultants
Michigan
$264K
William Blair Investment Management
503
William Blair Investment Management
Illinois
$261K
IFWM
504
Institute for Wealth Management
Colorado
$261K
CA
505
Commerzbank Aktiengesellschaft
Germany
$260K
ERIC
506
Eagle Rock Investment Company
Georgia
$259K
Focus Partners Wealth
507
Focus Partners Wealth
Massachusetts
$259K
PAG
508
Private Advisor Group
New Jersey
$258K
AFG
509
Atomi Financial Group
New York
$258K
CCA
510
Checchi Capital Advisers
California
$255K
CFG
511
Chapman Financial Group
Hawaii
$253K
PFM
512
Patton Fund Management
Texas
$251K
WAM
513
Wakefield Asset Management
Colorado
$249K
SIG
514
Stonegate Investment Group
Alabama
$247K
PCA
515
Pallas Capital Advisors
Massachusetts
$247K
MWM
516
Modera Wealth Management
New Jersey
$244K
HCM
517
Howard Capital Management
Georgia
$243K
CIM
518
Cambria Investment Management
California
$243K
PCS
519
Personal CFO Solutions
New Jersey
$241K
Fisher Asset Management
520
Fisher Asset Management
Washington
$237K
PWW
521
Pettyjohn Wood & White
Virginia
$235K
MYAM
522
Meiji Yasuda Asset Management
Japan
$234K
PWG
523
Portside Wealth Group
Utah
$231K
QWM
524
Quadcap Wealth Management
Texas
$230K
ACA
525
Anchor Capital Advisors
Massachusetts
$228K