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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
526
Pettyjohn Wood & White
Virginia
$238K
CCA
527
Checchi Capital Advisers
California
$237K
CA
528
Commerzbank Aktiengesellschaft
Germany
$236K
SFWC
529
Strategic Family Wealth Counselors
New Jersey
$235K
AF
530
Allworth Financial
California
$234K
PCA
531
Pallas Capital Advisors
Massachusetts
$233K
MYAM
532
Meiji Yasuda Asset Management
Japan
$230K
MWM
533
Modera Wealth Management
New Jersey
$230K
FFL
534
Financial Freedom LLC
Ohio
$230K
FFA
535
Farther Finance Advisors
California
$227K
FMI
536
Frec Markets Inc
California
$227K
CIM
537
Cambria Investment Management
California
$223K
PA
538
Parallel Advisors
California
$222K
SAM
539
Smartleaf Asset Management
Massachusetts
$219K
BC
540
Bayforest Capital
United Kingdom
$218K
ACA
541
Anchor Capital Advisors
Massachusetts
$217K
JIC
542
Joel Isaacson & Co
New York
$216K
CAG
543
Crestwood Advisors Group
Massachusetts
$211K
PP
544
PDS Planning
Ohio
$209K
QWM
545
Quadcap Wealth Management
Texas
$209K
CFP
546
Catalyst Financial Partners
Massachusetts
$209K
MG
547
Mather Group
Illinois
$208K
DWM
548
Drive Wealth Management
Utah
$206K
PL
549
Perpetual Ltd
Australia
$204K
William Blair Investment Management
550
William Blair Investment Management
Illinois
$203K