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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$305M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$266M
5
Invesco
Invesco
Georgia
+$89.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$322M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$211M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
5
Citadel Advisors
Citadel Advisors
Florida
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
526
Avantax Advisory Services
Texas
$225K +$225K +717 New
MAM
527
Martingale Asset Management
Massachusetts
$221K – – –
P
528
&Partners
Tennessee
$220K -$41.4K -134 -16%
TIA
529
Trust Investment Advisors
Indiana
$218K +$218K +697 New
SRAIM
530
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$217K – – –
TA
531
Tectonic Advisors
Texas
$215K +$215K +687 New
MG
532
Mather Group
Illinois
$212K +$21.3K +68 +11%
Walleye Capital
533
Walleye Capital
New York
$210K -$1.08M -3,435 -84%
ACA
534
Anchor Capital Advisors
Massachusetts
$207K +$207K +660 New
MAS
535
Meeder Advisory Services
Ohio
$204K +$204K +652 New
HCM
536
Howard Capital Management
Georgia
$202K +$202K +646 New
CM
537
Crestline Management
Texas
$202K +$202K +645 New
DWT
538
Dorsey & Whitney Trust
South Dakota
$201K +$201K +642 New
TSWM
539
Triangle Securities Wealth Management
North Carolina
$200K +$200K +640 New
AA
540
Ancora Advisors
Ohio
$183K +$89K +284 +94%
TFA
541
Transamerica Financial Advisors
Florida
$178K -$14.1K -45 -7%
BIG
542
Brooklyn Investment Group
New York
$173K -$1.25K -4 -0.7%
PA
543
Parallel Advisors
California
$164K +$5.33K +17 +3%
UB
544
UMB Bank
Missouri
$163K +$15.3K +49 +10%
Jones Financial Companies
545
Jones Financial Companies
Missouri
$163K +$37.2K +119 +30%
IA
546
IFP Advisors
Florida
$158K -$3.8K -12 -2%
JFA
547
JNBA Financial Advisors
Minnesota
$157K – – –
EWA
548
EverSource Wealth Advisors
Alabama
$145K +$2.19K +7 +2%
AF
549
Allworth Financial
California
$144K +$26.6K +83 +23%
SAM
550
Smartleaf Asset Management
Massachusetts
$143K +$35.7K +114 +33%
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