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Willis Towers Watson

716 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 112

15% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
526
Financial Freedom LLC
Ohio
$204K
OWP
527
ORG Wealth Partners
Texas
$182K
ASN
528
Advisory Services Network
Georgia
$177K
SAM
529
Smartleaf Asset Management
Massachusetts
$175K
MG
530
Mather Group
Illinois
$174K
PA
531
Parallel Advisors
California
$164K
PCM
532
Penserra Capital Management
California
$159K
NS
533
NBC Securities
Alabama
$156K
TFA
534
Transamerica Financial Advisors
Florida
$146K
SIA
535
Strategic Investment Advisors
Michigan
$140K
PWPS
536
Pinnacle Wealth Planning Services
Ohio
$139K
VCM
537
Versant Capital Management
Arizona
$139K
UB
538
UMB Bank
Missouri
$138K
GWS
539
Greykasell Wealth Strategies
California
$137K
Los Angeles Capital Management
540
Los Angeles Capital Management
California
$127K
PJC
541
Phillip James Consulting
Minnesota
$124K
HWA
542
Heritage Wealth Advisors
Virginia
$118K
PP
543
PFS Partners
New Jersey
$116K
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$111K
IA
545
IFP Advisors
Florida
$103K
JFA
546
JNBA Financial Advisors
Minnesota
$102K
S
547
SignatureFD
Georgia
$100K
WTA
548
Washington Trust Advisors
Massachusetts
$95.6K
HFS
549
Hantz Financial Services
Michigan
$91K
BG
550
Bollard Group
Massachusetts
$90K