We are live on ! Find out more
WTW icon

Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Atomi Financial Group
New York
$295K +$49.8K +152 +20%
OCA
502
OpenArc Corporate Advisory
Georgia
$295K +$294K +897 New
NWAG
503
Net Worth Advisory Group
Utah
$291K -$5.89K -18 -2%
SL
504
Summitry LLC
California
$284K +$283K +865 New
TW
505
ticino wealth
California
$282K +$281K +858 New
RDWM
506
Red Door Wealth Management
Tennessee
$276K +$327 +1 +0.1%
MWM
507
Maridea Wealth Management
New York
$275K +$274K +838 New
BFG
508
Birch Financial Group
New Hampshire
$275K +$327 +1 +0.1%
GWM
509
Gibbs Wealth Management
Georgia
$275K -$51.7K -158 -16%
GWMR
510
GC Wealth Management RIA
Massachusetts
$274K -$348K -1,063 -56%
ACA
511
Aptus Capital Advisors
Alabama
$270K +$655 +2 +0.2%
CIA
512
Citadel Investment Advisory
Ohio
$268K
MYIA
513
Mount Yale Investment Advisors
Colorado
$265K +$263K +804 New
IIM
514
Intact Investment Management
Quebec, Canada
$263K
ASN
515
Advisory Services Network
Georgia
$263K -$101K -310 -28%
BG
516
Bollard Group
Massachusetts
$258K +$257K +785 New
LAM
517
Longboard Asset Management
Arizona
$257K
NAM
518
NorthCrest Asset Manangement
Minnesota
$253K +$247K +755 New
MGIA
519
Moneta Group Investment Advisors
Missouri
$252K +$251K +766 New
IFWM
520
Institute for Wealth Management
Colorado
$248K
ERIC
521
Eagle Rock Investment Company
Georgia
$246K
BAM
522
Blueshift Asset Management
New Jersey
$246K +$246K +750 New
Fisher Asset Management
523
Fisher Asset Management
Washington
$246K +$20.6K +63 +9%
HCM
524
Howard Capital Management
Georgia
$244K +$13.1K +40 +6%
UCFA
525
United Capital Financial Advisors
Texas
$240K -$14.4K -44 -6%