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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
551
Farther Finance Advisors
California
$141K -$9.51K -31 -6%
PP
552
PFS Partners
New Jersey
$123K – – –
MPWT
553
MassMutual Private Wealth & Trust
Connecticut
$120K +$11K +36 +10%
JFA
554
JNBA Financial Advisors
Minnesota
$115K – – –
PAS
555
Point72 Asia (Singapore)
Singapore
$115K -$528K -1,725 -82%
WTA
556
Washington Trust Advisors
Massachusetts
$103K – – –
GAG
557
Goodman Advisory Group
Massachusetts
$99.9K – – –
DMBA
558
Deseret Mutual Benefit Administrators
Utah
$98.4K – – –
WSFS
559
Wilmington Savings Fund Society
Delaware
$94.1K +$68K +222 +261%
SIM
560
Sentry Investment Management
Wisconsin
$92K – – –
MSE
561
MUFG Securities EMEA
United Kingdom
$90.1K +$90.1K +294 New
AAP
562
Arax Advisory Partners
Colorado
$88.6K +$48.7K +159 +122%
DIP
563
DT Investment Partners
Pennsylvania
$86.1K – – –
TSMHT
564
Thurston Springer Miller Herd & Titak
Indiana
$85.2K +$4.9K +16 +6%
LI
565
LRI Investments
Florida
$82.2K +$8.59K +28 +12%
OL
566
OneFund LLC
Florida
$81K +$81K +263 New
PTC
567
Private Trust Company
Ohio
$78.5K -$5.82K -19 -7%
SAM
568
Smartleaf Asset Management
Massachusetts
$77.3K -$58.2K -191 -43%
VEA
569
Virtus ETF Advisers
New York
$76.6K +$76.6K +250 New
PFBT
570
Parkside Financial Bank & Trust
Missouri
$75.1K -$2.45K -8 -3%
PS
571
Principal Securities
Iowa
$72.6K -$957K -3,124 -93%
GSWM
572
Golden State Wealth Management
California
$70.8K +$307 +1 +0.4%
AAS
573
Ameritas Advisory Services
Nebraska
$70.4K +$70.4K +230 New
GCM
574
Gables Capital Management
Florida
$69.6K – – –
S
575
SignatureFD
Georgia
$67.7K – – –
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