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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
526
Portside Wealth Group
Utah
$231K -$127K -392 -37%
QWM
527
Quadcap Wealth Management
Texas
$230K -$25.9K -80 -11%
ACA
528
Anchor Capital Advisors
Massachusetts
$228K
JIC
529
Joel Isaacson & Co
New York
$227K
PW
530
PUREfi Wealth
Massachusetts
$222K +$208K +642 New
DWM
531
Drive Wealth Management
Utah
$218K +$204K +629 New
MG
532
Mather Group
Illinois
$216K +$203K +626 New
AF
533
Allworth Financial
California
$216K +$29.5K +91 +17%
CFP
534
Catalyst Financial Partners
Massachusetts
$215K +$201K +622 New
KF
535
Krilogy Financial
Missouri
$214K +$214K +661 New
HW
536
Hancock Whitney
Mississippi
$210K +$197K +608 New
MNBTD
537
Moody National Bank Trust Division
Texas
$210K +$197K +607 New
BIG
538
Brooklyn Investment Group
New York
$209K +$972 +3 +0.4%
HA
539
Harbor Advisors
Florida
$209K +$196K +605 New
CC
540
Carlson Capital
Texas
$207K +$194K +600 New
CAG
541
Crestwood Advisors Group
Massachusetts
$202K +$189K +584 New
MFGM
542
Marshall Financial Group (Maryland)
Maryland
$201K +$189K +583 New
PP
543
PDS Planning
Ohio
$201K +$188K +581 New
CIA
544
Concurrent Investment Advisors
Florida
$201K +$188K +581 New
NS
545
NBC Securities
Alabama
$200K -$24.3K -75 -11%
UB
546
UMB Bank
Missouri
$198K +$972 +3 +0.5%
SAM
547
Smartleaf Asset Management
Massachusetts
$191K +$98.8K +305 +120%
PCM
548
Penserra Capital Management
California
$190K +$1.94K +6 +1%
PA
549
Parallel Advisors
California
$175K -$324 -1 -0.2%
GWS
550
Greykasell Wealth Strategies
California
$162K

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.