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Willis Towers Watson

714 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
World Investment Advisors
California
$228K
IA
527
IFP Advisors
Florida
$226K
PFM
528
Patton Fund Management
Texas
$223K
WAM
529
Wakefield Asset Management
Colorado
$221K
AC
530
ASB Consultores
Florida
$220K
JSW
531
Journey Strategic Wealth
New Jersey
$220K
SIG
532
Stonegate Investment Group
Alabama
$219K
PCA
533
Pallas Capital Advisors
Massachusetts
$219K
MAM
534
Martingale Asset Management
Massachusetts
$216K
MWM
535
Modera Wealth Management
New Jersey
$212K
HCM
536
Howard Capital Management
Georgia
$211K
AFG
537
Atomi Financial Group
New York
$211K
AWA
538
Aaron Wealth Advisors
Illinois
$211K
BIG
539
Brooklyn Investment Group
New York
$210K
PWW
540
Pettyjohn Wood & White
Virginia
$208K
ACA
541
Anchor Capital Advisors
Massachusetts
$202K
JIC
542
Joel Isaacson & Co
New York
$201K
AAF
543
Andra AP-fonden
Sweden
$201K
NS
544
NBC Securities
Alabama
$200K
CPBTD
545
Central Pacific Bank - Trust Division
Hawaii
$199K
Walleye Capital
546
Walleye Capital
New York
$186K
MCM
547
Manchester Capital Management
Vermont
$181K
UB
548
UMB Bank
Missouri
$175K
PCM
549
Penserra Capital Management
California
$166K
AF
550
Allworth Financial
California
$164K