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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$340K -$86.4K -265 -21%
IIM
527
Intact Investment Management
Quebec, Canada
$338K -$587K -1,800 -64%
AWM
528
Apollon Wealth Management
South Carolina
$337K +$325K +998 New
WBC
529
Westpac Banking Corp
Australia
$337K -$9.45K -29 -3%
IGAM
530
iA Global Asset Management
Quebec, Canada
$328K +$317K +972 New
SWM
531
Seed Wealth Management
Illinois
$328K
WPC
532
Wedmont Private Capital
Pennsylvania
$326K +$23.5K +72 +8%
MPM
533
MBB Public Markets
Illinois
$321K +$310K +950 New
P
534
&Partners
Tennessee
$318K +$74.6K +229 +32%
CI
535
CX Institutional
Indiana
$314K +$43.3K +133 +17%
ERIC
536
Eagle Rock Investment Company
Georgia
$312K +$27.1K +83 +10%
CCWM
537
Cassaday & Co Wealth Management
Virginia
$312K
CCA
538
Checchi Capital Advisers
California
$301K +$1.96K +6 +0.7%
FFL
539
Financial Freedom LLC
Ohio
$301K +$652 +2 +0.2%
KeyBank National Association
540
KeyBank National Association
Ohio
$299K -$51.8K -159 -15%
GL
541
Graypoint LLC
New York
$286K -$16.6K -51 -6%
GT
542
Greenleaf Trust
Michigan
$285K -$3.58K -11 -1%
RDWM
543
Red Door Wealth Management
Tennessee
$284K
RCA
544
Resonant Capital Advisors
Wisconsin
$280K +$7.5K +23 +3%
CIA
545
Citadel Investment Advisory
Ohio
$279K
FCM
546
Fieldview Capital Management
Michigan
$278K +$268K +822 New
PAG
547
Private Advisor Group
New Jersey
$277K -$26.4K -81 -9%
MWM
548
Maridea Wealth Management
New York
$273K +$263K +807 New
ASN
549
Advisory Services Network
Georgia
$271K +$1.63K +5 +0.6%
William Blair Investment Management
550
William Blair Investment Management
Illinois
$269K -$1.3K -4 -0.5%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.