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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-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
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$152K +$15.5K +48 +12%
PP
552
PFS Partners
New Jersey
$138K
JFA
553
JNBA Financial Advisors
Minnesota
$130K
WTA
554
Washington Trust Advisors
Massachusetts
$112K -$3.56K -11 -3%
GAG
555
Goodman Advisory Group
Massachusetts
$110K -$2.92K -9 -3%
LI
556
LRI Investments
Florida
$102K +$8.74K +27 +10%
DIP
557
DT Investment Partners
Pennsylvania
$97.1K
ZBNA
558
Zions Bancorporation, National Association
Utah
$96K +$22K +68 +32%
DMBA
559
Deseret Mutual Benefit Administrators
Utah
$94.3K -$15.5K -48 -15%
OL
560
OneFund LLC
Florida
$94.3K +$3.24K +10 +4%
PTC
561
Private Trust Company
Ohio
$90.2K +$1.62K +5 +2%
PS
562
Principal Securities
Iowa
$90.1K +$7.77K +24 +10%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.7K +$83.9K +259 New
PFBT
564
Parkside Financial Bank & Trust
Missouri
$85.3K +$648 +2 +0.8%
GSWM
565
Golden State Wealth Management
California
$79.8K
GCM
566
Gables Capital Management
Florida
$78.4K
CIAM
567
Caitong International Asset Management
Hong Kong
$78.4K +$73.2K +226 +22,600%
S
568
SignatureFD
Georgia
$76.3K
CB
569
Community Bank
New York
$76.3K +$71.6K +221 New
SIM
570
Sentry Investment Management
Wisconsin
$75K -$27.2K -84 -28%
ANBT
571
American National Bank & Trust
Texas
$69.1K
RFP
572
Root Financial Partners
California
$67.7K +$63.5K +196 New
EP
573
Essential Partners
California
$62.5K
VCM
574
Versant Capital Management
Arizona
$62.5K +$324 +1 +0.6%
SWIM
575
Smallwood Wealth Investment Management
New Jersey
$61.1K

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.