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Willis Towers Watson
WTW

Overview Fund Activity

710 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, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
526
Wakefield Asset Management
Colorado
$221K – – –
AC
527
ASB Consultores
Florida
$220K +$220K +719 New
JSW
528
Journey Strategic Wealth
New Jersey
$220K +$220K +718 New
SIG
529
Stonegate Investment Group
Alabama
$219K +$24.8K +81 +13%
PCA
530
Pallas Capital Advisors
Massachusetts
$219K +$219K +715 New
MAM
531
Martingale Asset Management
Massachusetts
$216K – – –
MWM
532
Modera Wealth Management
New Jersey
$212K – – –
HCM
533
Howard Capital Management
Georgia
$211K +$211K +686 New
AFG
534
Atomi Financial Group
New York
$211K -$24.8K -81 -11%
AWA
535
Aaron Wealth Advisors
Illinois
$211K +$14.4K +47 +7%
BIG
536
Brooklyn Investment Group
New York
$210K +$44.7K +146 +27%
PWW
537
Pettyjohn Wood & White
Virginia
$208K – – –
ACA
538
Anchor Capital Advisors
Massachusetts
$202K – – –
JIC
539
Joel Isaacson & Co
New York
$201K +$201K +657 New
AAF
540
Andra AP-fonden
Sweden
$201K -$1.8M -5,885 -90%
NS
541
NBC Securities
Alabama
$200K +$1.53K +5 +0.8%
CPBTD
542
Central Pacific Bank - Trust Division
Hawaii
$199K +$199K +650 New
Walleye Capital
543
Walleye Capital
New York
$186K -$124K -405 -40%
MCM
544
Manchester Capital Management
Vermont
$181K +$166K +543 +1,180%
UB
545
UMB Bank
Missouri
$175K -$5.52K -18 -3%
PCM
546
Penserra Capital Management
California
$166K -$782K -2,577 -82%
AF
547
Allworth Financial
California
$164K +$29.8K +97 +22%
PA
548
Parallel Advisors
California
$156K -$5.21K -17 -3%
GWS
549
Greykasell Wealth Strategies
California
$144K – – –
Simplex Trading
550
Simplex Trading
Illinois
$142K +$142K +464 New
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