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Willis Towers Watson

714 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, 241 increasing their positions, 250 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:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
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
LI
551
LRI Investments
Florida
$102K
DIP
552
DT Investment Partners
Pennsylvania
$97.1K
ZBNA
553
Zions Bancorporation, National Association
Utah
$96K
DMBA
554
Deseret Mutual Benefit Administrators
Utah
$94.3K
OL
555
OneFund LLC
Florida
$94.3K
PTC
556
Private Trust Company
Ohio
$90.2K
PS
557
Principal Securities
Iowa
$90.1K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.7K
PFBT
559
Parkside Financial Bank & Trust
Missouri
$85.3K
GSWM
560
Golden State Wealth Management
California
$79.8K
GCM
561
Gables Capital Management
Florida
$78.4K
CIAM
562
Caitong International Asset Management
Hong Kong
$78.4K
S
563
SignatureFD
Georgia
$76.3K
CB
564
Community Bank
New York
$76.3K
SIM
565
Sentry Investment Management
Wisconsin
$75K
ANBT
566
American National Bank & Trust
Texas
$69.1K
RFP
567
Root Financial Partners
California
$67.7K
VCM
568
Versant Capital Management
Arizona
$62.5K
SWIM
569
Smallwood Wealth Investment Management
New Jersey
$61.1K
CAL
570
Capital Advisors Ltd
Ohio
$61K
CH
571
Cromwell Holdings
Wyoming
$58.9K
SSG
572
Summit Securities Group
New York
$58K
PE
573
Point72 Europe
United Kingdom
$54.4K
NMG
574
New Millennium Group
Utah
$54.3K
HWA
575
HHM Wealth Advisors
Tennessee
$48.4K