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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

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
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
551
UMB Bank
Missouri
$199K
WBC
552
Westpac Banking Corp
Australia
$185K
NS
553
NBC Securities
Alabama
$176K
PCM
554
Penserra Capital Management
California
$175K
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$171K
ACM
556
Aster Capital Management
United Arab Emirates
$169K
CIAM
557
Caitong International Asset Management
Hong Kong
$165K
OWP
558
ORG Wealth Partners
Texas
$155K
GWS
559
Greykasell Wealth Strategies
California
$154K
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$143K
DZ Bank
561
DZ Bank
Germany
$141K
Los Angeles Capital Management
562
Los Angeles Capital Management
California
$139K
PP
563
PFS Partners
New Jersey
$131K
JFA
564
JNBA Financial Advisors
Minnesota
$123K
IA
565
IFP Advisors
Florida
$118K
ZBNA
566
Zions Bancorporation, National Association
Utah
$118K
WTA
567
Washington Trust Advisors
Massachusetts
$107K
GAG
568
Goodman Advisory Group
Massachusetts
$102K
SR
569
Syntax Research
Florida
$98.7K
LI
570
LRI Investments
Florida
$97.6K
OL
571
OneFund LLC
Florida
$94.6K
S
572
SignatureFD
Georgia
$92.4K
DIP
573
DT Investment Partners
Pennsylvania
$92.3K
PTC
574
Private Trust Company
Ohio
$91.4K
DMBA
575
Deseret Mutual Benefit Administrators
Utah
$89.7K