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Willis Towers Watson

719 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, 244 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:

1.1% less ownership

Funds ownership: 94.99%93.89% (-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
719
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
JFA
551
JNBA Financial Advisors
Minnesota
$130K
WTA
552
Washington Trust Advisors
Massachusetts
$112K
GAG
553
Goodman Advisory Group
Massachusetts
$110K
LI
554
LRI Investments
Florida
$102K
DIP
555
DT Investment Partners
Pennsylvania
$97.1K
ZBNA
556
Zions Bancorporation, National Association
Utah
$96K
DMBA
557
Deseret Mutual Benefit Administrators
Utah
$94.3K
OL
558
OneFund LLC
Florida
$94.3K
PTC
559
Private Trust Company
Ohio
$90.2K
PS
560
Principal Securities
Iowa
$90.1K
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.7K
PFBT
562
Parkside Financial Bank & Trust
Missouri
$85.3K
GSWM
563
Golden State Wealth Management
California
$79.8K
GCM
564
Gables Capital Management
Florida
$78.4K
CIAM
565
Caitong International Asset Management
Hong Kong
$78.4K
S
566
SignatureFD
Georgia
$76.3K
CB
567
Community Bank
New York
$76.3K
SIM
568
Sentry Investment Management
Wisconsin
$75K
ANBT
569
American National Bank & Trust
Texas
$69.1K
RFP
570
Root Financial Partners
California
$67.7K
VCM
571
Versant Capital Management
Arizona
$62.5K
SWIM
572
Smallwood Wealth Investment Management
New Jersey
$61.1K
CAL
573
Capital Advisors Ltd
Ohio
$61K
CH
574
Cromwell Holdings
Wyoming
$58.9K
SSG
575
Summit Securities Group
New York
$58K