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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

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
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
526
Patton Fund Management
Texas
$239K
PWW
527
Pettyjohn Wood & White
Virginia
$238K +$14.1K +43 +6%
CCA
528
Checchi Capital Advisers
California
$237K -$5.57K -17 -2%
CA
529
Commerzbank Aktiengesellschaft
Germany
$236K -$10.5K -32 -4%
SFWC
530
Strategic Family Wealth Counselors
New Jersey
$235K +$239K +731 New
AF
531
Allworth Financial
California
$234K +$28.5K +87 +14%
PCA
532
Pallas Capital Advisors
Massachusetts
$233K -$2.29K -7 -1%
MYAM
533
Meiji Yasuda Asset Management
Japan
$230K +$7.86K +24 +4%
MWM
534
Modera Wealth Management
New Jersey
$230K -$2.62K -8 -1%
FFL
535
Financial Freedom LLC
Ohio
$230K -$235K -718 -51%
FFA
536
Farther Finance Advisors
California
$227K -$88.4K -270 -28%
FMI
537
Frec Markets Inc
California
$227K +$226K +691 New
CIM
538
Cambria Investment Management
California
$223K -$8.51K -26 -4%
PA
539
Parallel Advisors
California
$222K +$55K +168 +33%
SAM
540
Smartleaf Asset Management
Massachusetts
$219K +$31.8K +97 +17%
BC
541
Bayforest Capital
United Kingdom
$218K +$217K +663 New
WAS
542
Westco Advisory Services
New York
$217K +$216K +661 New
ACA
543
Anchor Capital Advisors
Massachusetts
$217K
JIC
544
Joel Isaacson & Co
New York
$216K
CAG
545
Crestwood Advisors Group
Massachusetts
$211K +$18.7K +57 +10%
PP
546
PDS Planning
Ohio
$209K +$18.3K +56 +10%
QWM
547
Quadcap Wealth Management
Texas
$209K -$10.1K -31 -5%
CFP
548
Catalyst Financial Partners
Massachusetts
$209K +$4.58K +14 +2%
MG
549
Mather Group
Illinois
$208K +$2.29K +7 +1%
DWM
550
Drive Wealth Management
Utah
$206K -$982 -3 -0.5%