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Willis Towers Watson

719 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, 244 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:

1.1% less ownership

Funds ownership: 94.99%93.89% (-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
719
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
ACA
526
Anchor Capital Advisors
Massachusetts
$228K
JIC
527
Joel Isaacson & Co
New York
$227K
PW
528
PUREfi Wealth
Massachusetts
$222K
DWM
529
Drive Wealth Management
Utah
$218K
MG
530
Mather Group
Illinois
$216K
AF
531
Allworth Financial
California
$216K
CFP
532
Catalyst Financial Partners
Massachusetts
$215K
KF
533
Krilogy Financial
Missouri
$214K
HW
534
Hancock Whitney
Mississippi
$210K
MNBTD
535
Moody National Bank Trust Division
Texas
$210K
BIG
536
Brooklyn Investment Group
New York
$209K
HA
537
Harbor Advisors
Florida
$209K
CC
538
Carlson Capital
Texas
$207K
CAG
539
Crestwood Advisors Group
Massachusetts
$202K
MFGM
540
Marshall Financial Group (Maryland)
Maryland
$201K
PP
541
PDS Planning
Ohio
$201K
CIA
542
Concurrent Investment Advisors
Florida
$201K
NS
543
NBC Securities
Alabama
$200K
UB
544
UMB Bank
Missouri
$198K
SAM
545
Smartleaf Asset Management
Massachusetts
$191K
PCM
546
Penserra Capital Management
California
$190K
PA
547
Parallel Advisors
California
$175K
GWS
548
Greykasell Wealth Strategies
California
$162K
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$152K
PP
550
PFS Partners
New Jersey
$138K