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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
526
Wedmont Private Capital
Pennsylvania
$326K +$23.2K +72 +8%
MPM
527
MBB Public Markets
Illinois
$321K +$321K +950 New
P
528
&Partners
Tennessee
$318K +$77.4K +229 +32%
CI
529
CX Institutional
Indiana
$314K +$45K +133 +17%
ERIC
530
Eagle Rock Investment Company
Georgia
$312K +$28.1K +83 +10%
CCWM
531
Cassaday & Co Wealth Management
Virginia
$312K – – –
CCA
532
Checchi Capital Advisers
California
$301K +$2.03K +6 +0.7%
FFL
533
Financial Freedom LLC
Ohio
$301K +$676 +2 +0.2%
KeyBank National Association
534
KeyBank National Association
Ohio
$299K -$53.7K -159 -15%
GL
535
Graypoint LLC
New York
$286K -$17.2K -51 -6%
GT
536
Greenleaf Trust
Michigan
$285K -$3.72K -11 -1%
RDWM
537
Red Door Wealth Management
Tennessee
$284K – – –
RCA
538
Resonant Capital Advisors
Wisconsin
$280K +$7.79K +23 +3%
CIA
539
Citadel Investment Advisory
Ohio
$279K – – –
FCM
540
Fieldview Capital Management
Michigan
$278K +$278K +822 New
PAG
541
Private Advisor Group
New Jersey
$277K -$27.4K -81 -9%
MWM
542
Maridea Wealth Management
New York
$273K +$273K +807 New
ASN
543
Advisory Services Network
Georgia
$271K +$1.69K +5 +0.6%
William Blair Investment Management
544
William Blair Investment Management
Illinois
$269K -$1.35K -4 -0.5%
RIL
545
Rothschild Investment LLC
Illinois
$268K -$4.73K -14 -2%
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$267K +$214K +634 +406%
AAS
547
Avantax Advisory Services
Texas
$265K +$22.6K +67 +9%
LAM
548
Longboard Asset Management
Arizona
$264K – – –
MAS
549
Meeder Advisory Services
Ohio
$262K +$41.6K +123 +19%
UCFA
550
United Capital Financial Advisors
Texas
$261K -$3.72K -11 -1%
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