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Willis Towers Watson

713 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, 235 increasing their positions, 279 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 113

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
713
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
526
Advisory Services Network
Georgia
$177K
SAM
527
Smartleaf Asset Management
Massachusetts
$175K
MG
528
Mather Group
Illinois
$174K
PA
529
Parallel Advisors
California
$164K
PCM
530
Penserra Capital Management
California
$159K
NS
531
NBC Securities
Alabama
$156K
TFA
532
Transamerica Financial Advisors
Florida
$146K
SIA
533
Strategic Investment Advisors
Michigan
$140K
PWPS
534
Pinnacle Wealth Planning Services
Ohio
$139K
VCM
535
Versant Capital Management
Arizona
$139K
UB
536
UMB Bank
Missouri
$138K
GWS
537
Greykasell Wealth Strategies
California
$137K
Los Angeles Capital Management
538
Los Angeles Capital Management
California
$127K
PJC
539
Phillip James Consulting
Minnesota
$124K
HWA
540
Heritage Wealth Advisors
Virginia
$118K
PP
541
PFS Partners
New Jersey
$116K
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$111K
IA
543
IFP Advisors
Florida
$103K
JFA
544
JNBA Financial Advisors
Minnesota
$102K
S
545
SignatureFD
Georgia
$100K
WTA
546
Washington Trust Advisors
Massachusetts
$95.6K
HFS
547
Hantz Financial Services
Michigan
$91K
BG
548
Bollard Group
Massachusetts
$90K
JFG
549
Jefferies Financial Group
New York
$86.1K
GAG
550
Goodman Advisory Group
Massachusetts
$85.2K