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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
551
Rothschild Investment LLC
Illinois
$268K -$4.56K -14 -2%
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$267K +$207K +634 +406%
AAS
553
Avantax Advisory Services
Texas
$265K +$21.8K +67 +9%
LAM
554
Longboard Asset Management
Arizona
$264K
MAS
555
Meeder Advisory Services
Ohio
$262K +$40.1K +123 +19%
UCFA
556
United Capital Financial Advisors
Texas
$261K -$3.58K -11 -1%
RP
557
Regal Partners
Australia
$261K +$252K +772 New
AFG
558
Atomi Financial Group
New York
$260K +$250K +768 New
CA
559
Commerzbank Aktiengesellschaft
Germany
$254K
FCBT
560
First Citizens Bank & Trust
North Carolina
$249K +$5.21K +16 +2%
PCS
561
Personal CFO Solutions
New Jersey
$247K +$239K +732 New
FPAS
562
Focus Partners Advisor Solutions
Missouri
$247K +$238K +730 New
WAM
563
Wakefield Asset Management
Colorado
$243K
CFM
564
Catalyst Funds Management
Australia
$243K +$235K +720 New
MG
565
Mather Group
Illinois
$243K +$13.7K +42 +6%
QWM
566
Quadcap Wealth Management
Texas
$241K -$16.9K -52 -7%
WA
567
Waverly Advisors
Alabama
$241K -$82.1K -252 -26%
TIA
568
Trust Investment Advisors
Indiana
$240K +$4.24K +13 +2%
MAM
569
Martingale Asset Management
Massachusetts
$238K
Two Sigma Advisers
570
Two Sigma Advisers
New York
$237K +$228K +700 New
SRAIM
571
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$234K
MWM
572
Modera Wealth Management
New Jersey
$233K -$23.1K -71 -9%
IC
573
Iconiq Capital
California
$233K +$225K +690 New
CIAM
574
Caitong International Asset Management
Hong Kong
$232K +$202K +621 +941%
MOS
575
MGO One Seven
Ohio
$230K +$222K +681 New

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.