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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$305M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$266M
5
Invesco
Invesco
Georgia
+$89.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$322M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$211M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
5
Citadel Advisors
Citadel Advisors
Florida
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
551
PFS Partners
New Jersey
$125K -$17.9K -57 -12%
SIM
552
Sentry Investment Management
Wisconsin
$123K -$20.1K -64 -14%
LDB
553
Lee, Danner & Bass
Tennessee
$114K +$114K +365 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$106K +$11.9K +38 +13%
WTA
555
Washington Trust Advisors
Massachusetts
$105K – – –
FFA
556
Farther Finance Advisors
California
$102K +$27.3K +87 +37%
DMBA
557
Deseret Mutual Benefit Administrators
Utah
$101K -$8.46K -27 -8%
QCG
558
Quadrant Capital Group
Ohio
$92.7K -$1.25K -4 -1%
DIP
559
DT Investment Partners
Pennsylvania
$88K -$53.3K -170 -38%
BC
560
Bayforest Capital
United Kingdom
$87.1K +$87.1K +278 New
PTC
561
Private Trust Company
Ohio
$85.5K +$5.33K +17 +7%
PFBT
562
Parkside Financial Bank & Trust
Missouri
$76.6K – – –
TSMHT
563
Thurston Springer Miller Herd & Titak
Indiana
$76.4K +$76.4K +244 New
LI
564
LRI Investments
Florida
$73.7K – – –
GSWM
565
Golden State Wealth Management
California
$72K +$72K +230 New
GCM
566
Gables Capital Management
Florida
$71.1K – – –
S
567
SignatureFD
Georgia
$71K +$1.88K +6 +3%
BCMLT
568
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.4K – – –
NMG
569
New Millennium Group
Utah
$65K – – –
ANBT
570
American National Bank & Trust
Texas
$62.6K +$62.6K +200 New
PSFG
571
Park Square Financial Group
Georgia
$61.7K +$61.7K +197 New
CAL
572
Capital Advisors Ltd
Ohio
$56K – – –
VCM
573
Versant Capital Management
Arizona
$54.5K +$26.6K +85 +96%
WA
574
WPG Advisers
Maryland
$50.7K +$50.7K +162 New
CTC
575
Central Trust Company
Missouri
$50.1K -$2.82K -9 -5%
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