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Willis Towers Watson

712 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, 243 increasing their positions, 273 reducing their positions, and 105 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: 243 | 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: 105

Holders
712
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
PFM
526
Patton Fund Management
Texas
$223K
WAM
527
Wakefield Asset Management
Colorado
$221K
AC
528
ASB Consultores
Florida
$220K
JSW
529
Journey Strategic Wealth
New Jersey
$220K
SIG
530
Stonegate Investment Group
Alabama
$219K
PCA
531
Pallas Capital Advisors
Massachusetts
$219K
MAM
532
Martingale Asset Management
Massachusetts
$216K
MWM
533
Modera Wealth Management
New Jersey
$212K
HCM
534
Howard Capital Management
Georgia
$211K
AFG
535
Atomi Financial Group
New York
$211K
AWA
536
Aaron Wealth Advisors
Illinois
$211K
BIG
537
Brooklyn Investment Group
New York
$210K
PWW
538
Pettyjohn Wood & White
Virginia
$208K
ACA
539
Anchor Capital Advisors
Massachusetts
$202K
JIC
540
Joel Isaacson & Co
New York
$201K
AAF
541
Andra AP-fonden
Sweden
$201K
NS
542
NBC Securities
Alabama
$200K
CPBTD
543
Central Pacific Bank - Trust Division
Hawaii
$199K
Walleye Capital
544
Walleye Capital
New York
$186K
MCM
545
Manchester Capital Management
Vermont
$181K
UB
546
UMB Bank
Missouri
$175K
PCM
547
Penserra Capital Management
California
$166K
AF
548
Allworth Financial
California
$164K
PA
549
Parallel Advisors
California
$156K
GWS
550
Greykasell Wealth Strategies
California
$144K