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Willis Towers Watson

716 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 112 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: $ → $

13% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 112

15% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
716
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
JFG
551
Jefferies Financial Group
New York
$86.1K
GAG
552
Goodman Advisory Group
Massachusetts
$85.2K
WBC
553
Westpac Banking Corp
Australia
$83.1K
DIP
554
DT Investment Partners
Pennsylvania
$81.7K
PTC
555
Private Trust Company
Ohio
$79.7K
OL
556
OneFund LLC
Florida
$75.4K
SR
557
Syntax Research
Florida
$72.8K
LI
558
LRI Investments
Florida
$70.1K
PFBT
559
Parkside Financial Bank & Trust
Missouri
$66.6K
RFP
560
Root Financial Partners
California
$66K
GCM
561
Gables Capital Management
Florida
$66K
GSWM
562
Golden State Wealth Management
California
$65.4K
CB
563
Community Bank
New York
$64.2K
DMBA
564
Deseret Mutual Benefit Administrators
Utah
$59.9K
Simplex Trading
565
Simplex Trading
Illinois
$58.1K
CM
566
Capula Management
Cayman Islands
$57.8K
CAL
567
Capital Advisors Ltd
Ohio
$52K
SWIM
568
Smallwood Wealth Investment Management
New Jersey
$51.5K
CH
569
Cromwell Holdings
Wyoming
$49.6K
TPCW
570
TD Private Client Wealth
New York
$48.8K
LFG
571
Larson Financial Group
Missouri
$46.5K
ZBNA
572
Zions Bancorporation, National Association
Utah
$45.1K
HWA
573
HHM Wealth Advisors
Tennessee
$40.7K
TFIPS
574
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K
MCM
575
Manchester Capital Management
Vermont
$39K