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Willis Towers Watson

718 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.11% less ownership

Funds ownership: 94.99%93.88% (-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
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
526
Joel Isaacson & Co
New York
$227K
PW
527
PUREfi Wealth
Massachusetts
$222K
DWM
528
Drive Wealth Management
Utah
$218K
MG
529
Mather Group
Illinois
$216K
AF
530
Allworth Financial
California
$216K
CFP
531
Catalyst Financial Partners
Massachusetts
$215K
KF
532
Krilogy Financial
Missouri
$214K
HW
533
Hancock Whitney
Mississippi
$210K
MNBTD
534
Moody National Bank Trust Division
Texas
$210K
BIG
535
Brooklyn Investment Group
New York
$209K
HA
536
Harbor Advisors
Florida
$209K
CC
537
Carlson Capital
Texas
$207K
CAG
538
Crestwood Advisors Group
Massachusetts
$202K
MFGM
539
Marshall Financial Group (Maryland)
Maryland
$201K
PP
540
PDS Planning
Ohio
$201K
CIA
541
Concurrent Investment Advisors
Florida
$201K
NS
542
NBC Securities
Alabama
$200K
UB
543
UMB Bank
Missouri
$198K
SAM
544
Smartleaf Asset Management
Massachusetts
$191K
PCM
545
Penserra Capital Management
California
$190K
PA
546
Parallel Advisors
California
$175K
GWS
547
Greykasell Wealth Strategies
California
$162K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$152K
PP
549
PFS Partners
New Jersey
$138K
JFA
550
JNBA Financial Advisors
Minnesota
$130K