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Willis Towers Watson

714 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, 241 increasing their positions, 250 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:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
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
DWM
526
Drive Wealth Management
Utah
$218K
MG
527
Mather Group
Illinois
$216K
AF
528
Allworth Financial
California
$216K
CFP
529
Catalyst Financial Partners
Massachusetts
$215K
KF
530
Krilogy Financial
Missouri
$214K
HW
531
Hancock Whitney
Mississippi
$210K
MNBTD
532
Moody National Bank Trust Division
Texas
$210K
BIG
533
Brooklyn Investment Group
New York
$209K
HA
534
Harbor Advisors
Florida
$209K
CC
535
Carlson Capital
Texas
$207K
CAG
536
Crestwood Advisors Group
Massachusetts
$202K
MFGM
537
Marshall Financial Group (Maryland)
Maryland
$201K
PP
538
PDS Planning
Ohio
$201K
CIA
539
Concurrent Investment Advisors
Florida
$201K
NS
540
NBC Securities
Alabama
$200K
UB
541
UMB Bank
Missouri
$198K
SAM
542
Smartleaf Asset Management
Massachusetts
$191K
PCM
543
Penserra Capital Management
California
$190K
PA
544
Parallel Advisors
California
$175K
GWS
545
Greykasell Wealth Strategies
California
$162K
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$152K
PP
547
PFS Partners
New Jersey
$138K
JFA
548
JNBA Financial Advisors
Minnesota
$130K
WTA
549
Washington Trust Advisors
Massachusetts
$112K
GAG
550
Goodman Advisory Group
Massachusetts
$110K