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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Birch Financial Group
New Hampshire
$205K -$39.9K -130 -16%
FFL
527
Financial Freedom LLC
Ohio
$204K +$614 +2 +0.3%
OWP
528
ORG Wealth Partners
Texas
$182K +$47.3K +154 +33%
ASN
529
Advisory Services Network
Georgia
$177K -$58.9K -192 -24%
SAM
530
Smartleaf Asset Management
Massachusetts
$175K -$16K -52 -8%
MG
531
Mather Group
Illinois
$174K -$10.7K -35 -6%
PA
532
Parallel Advisors
California
$164K -$34.1K -111 -16%
PCM
533
Penserra Capital Management
California
$159K +$4.6K +15 +3%
NS
534
NBC Securities
Alabama
$156K
TFA
535
Transamerica Financial Advisors
Florida
$146K +$97.3K +317 +174%
SIA
536
Strategic Investment Advisors
Michigan
$140K +$148K +482 New
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$139K -$12.9K -42 -8%
VCM
538
Versant Capital Management
Arizona
$139K +$89K +290 +154%
UB
539
UMB Bank
Missouri
$138K -$40.5K -132 -22%
GWS
540
Greykasell Wealth Strategies
California
$137K
Los Angeles Capital Management
541
Los Angeles Capital Management
California
$127K
PJC
542
Phillip James Consulting
Minnesota
$124K +$131K +427 New
HWA
543
Heritage Wealth Advisors
Virginia
$118K +$85.3K +278 +219%
PP
544
PFS Partners
New Jersey
$116K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$111K -$16.3K -53 -12%
IA
546
IFP Advisors
Florida
$103K -$1.84K -6 -2%
JFA
547
JNBA Financial Advisors
Minnesota
$102K -$7.67K -25 -7%
S
548
SignatureFD
Georgia
$100K +$19.3K +63 +22%
WTA
549
Washington Trust Advisors
Massachusetts
$95.6K +$1.23K +4 +1%
HFS
550
Hantz Financial Services
Michigan
$91K -$1.47M -4,775 -94%