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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

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
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
551
Perpetual Ltd
Australia
$204K -$28.7M -87,762 -99%
William Blair Investment Management
552
William Blair Investment Management
Illinois
$203K -$44.8K -137 -18%
UB
553
UMB Bank
Missouri
$199K +$10.5K +32 +6%
WBC
554
Westpac Banking Corp
Australia
$185K -$188K -573 -50%
NS
555
NBC Securities
Alabama
$176K -$14.4K -44 -8%
PCM
556
Penserra Capital Management
California
$175K -$5.24K -16 -3%
PWPS
557
Pinnacle Wealth Planning Services
Ohio
$171K +$171K +521 New
ACM
558
Aster Capital Management
United Arab Emirates
$169K +$169K +515 New
CIAM
559
Caitong International Asset Management
Hong Kong
$165K +$90K +275 +121%
OWP
560
ORG Wealth Partners
Texas
$155K +$155K +473 New
GWS
561
Greykasell Wealth Strategies
California
$154K
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$143K -$1.96K -6 -1%
DZ Bank
563
DZ Bank
Germany
$141K +$140K +428 New
Los Angeles Capital Management
564
Los Angeles Capital Management
California
$139K +$143K +437 New
PP
565
PFS Partners
New Jersey
$131K
JFA
566
JNBA Financial Advisors
Minnesota
$123K
IA
567
IFP Advisors
Florida
$118K -$130K -398 -53%
ZBNA
568
Zions Bancorporation, National Association
Utah
$118K +$26.8K +82 +29%
WTA
569
Washington Trust Advisors
Massachusetts
$107K
GAG
570
Goodman Advisory Group
Massachusetts
$102K -$2.29K -7 -2%
SR
571
Syntax Research
Florida
$98.7K -$654K -1,999 -87%
LI
572
LRI Investments
Florida
$97.6K +$655 +2 +0.7%
OL
573
OneFund LLC
Florida
$94.6K +$4.91K +15 +5%
S
574
SignatureFD
Georgia
$92.4K +$19.6K +60 +27%
DIP
575
DT Investment Partners
Pennsylvania
$92.3K