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Willis Towers Watson

738 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
551
William Blair Investment Management
Illinois
$203K
UB
552
UMB Bank
Missouri
$199K
WBC
553
Westpac Banking Corp
Australia
$185K
NS
554
NBC Securities
Alabama
$176K
PCM
555
Penserra Capital Management
California
$175K
PWPS
556
Pinnacle Wealth Planning Services
Ohio
$171K
ACM
557
Aster Capital Management
United Arab Emirates
$169K
CIAM
558
Caitong International Asset Management
Hong Kong
$165K
OWP
559
ORG Wealth Partners
Texas
$155K
GWS
560
Greykasell Wealth Strategies
California
$154K
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$143K
DZ Bank
562
DZ Bank
Germany
$141K
Los Angeles Capital Management
563
Los Angeles Capital Management
California
$139K
PP
564
PFS Partners
New Jersey
$131K
JFA
565
JNBA Financial Advisors
Minnesota
$123K
IA
566
IFP Advisors
Florida
$118K
ZBNA
567
Zions Bancorporation, National Association
Utah
$118K
WTA
568
Washington Trust Advisors
Massachusetts
$107K
GAG
569
Goodman Advisory Group
Massachusetts
$102K
SR
570
Syntax Research
Florida
$98.7K
LI
571
LRI Investments
Florida
$97.6K
OL
572
OneFund LLC
Florida
$94.6K
S
573
SignatureFD
Georgia
$92.4K
DIP
574
DT Investment Partners
Pennsylvania
$92.3K
PTC
575
Private Trust Company
Ohio
$91.4K