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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
551
Bollard Group
Massachusetts
$90K -$146K -475 -61%
JFG
552
Jefferies Financial Group
New York
$86.1K -$249K -813 -73%
GAG
553
Goodman Advisory Group
Massachusetts
$85.2K -$5.22K -17 -5%
WBC
554
Westpac Banking Corp
Australia
$83.1K -$85K -277 -49%
DIP
555
DT Investment Partners
Pennsylvania
$81.7K
PTC
556
Private Trust Company
Ohio
$79.7K -$1.23K -4 -1%
OL
557
OneFund LLC
Florida
$75.4K -$7.98K -26 -9%
SR
558
Syntax Research
Florida
$72.8K -$15.3K -50 -17%
LI
559
LRI Investments
Florida
$70.1K -$17.2K -56 -19%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$66.6K -$11K -36 -14%
RFP
561
Root Financial Partners
California
$66K -$4.6K -15 -6%
GCM
562
Gables Capital Management
Florida
$66K
GSWM
563
Golden State Wealth Management
California
$65.4K
CB
564
Community Bank
New York
$64.2K
DMBA
565
Deseret Mutual Benefit Administrators
Utah
$59.9K -$20.6K -67 -25%
Simplex Trading
566
Simplex Trading
Illinois
$58.1K +$61.4K +200 New
CM
567
Capula Management
Cayman Islands
$57.8K +$61.1K +199 New
CAL
568
Capital Advisors Ltd
Ohio
$52K
SWIM
569
Smallwood Wealth Investment Management
New Jersey
$51.5K
CH
570
Cromwell Holdings
Wyoming
$49.6K
TPCW
571
TD Private Client Wealth
New York
$48.8K -$876K -2,855 -94%
LFG
572
Larson Financial Group
Missouri
$46.5K +$22.1K +72 +82%
ZBNA
573
Zions Bancorporation, National Association
Utah
$45.1K -$62.9K -205 -57%
HWA
574
HHM Wealth Advisors
Tennessee
$40.7K
TFIPS
575
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K