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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
8.82%
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
MCM
576
Manchester Capital Management
Vermont
$39K +$307 +1 +0.8%
CFG
577
CKW Financial Group
Hawaii
$35K
AGWCA
578
Annis Gardner Whiting Capital Advisors
Florida
$35K +$920 +3 +3%
WSFG
579
Wall Street Financial Group
Illinois
$34.9K +$36.8K +120 New
TSMHT
580
Thurston Springer Miller Herd & Titak
Indiana
$34.9K +$307 +1 +0.8%
OCWP
581
Owl Creek Wealth Partners
Colorado
$34K +$35.9K +117 New
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$33.7K +$5.83K +19 +20%
CFO
583
CVA Family Office
Colorado
$33.7K +$19K +62 +115%
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.3K -$43.6K -142 -55%
AF
585
Advisornet Financial
Minnesota
$32.3K +$920 +3 +3%
AIA
586
Aventus Investment Advisors
Florida
$31.7K
HI
587
Harbour Investments
Wisconsin
$28.8K +$22.4K +73 +281%
ME
588
McIlrath & Eck
Washington
$27.9K
QL
589
Quarry LP
New York
$27.6K -$46.6K -152 -62%
CMA
590
Cedar Mountain Advisors
Oregon
$26.7K +$28.2K +92 New
CA
591
Crewe Advisors
Utah
$26.2K -$1.23K -4 -4%
RBI
592
Raiffeisen Bank International
Austria
$26.1K
MCM
593
MV Capital Management
Maryland
$25.3K
CPG
594
Cornerstone Planning Group
New Jersey
$24.6K +$1.23K +4 +4%
QC
595
Quent Capital
New York
$24.5K -$3.99K -13 -13%
GKIM
596
GW&K Investment Management
Massachusetts
$21K -$6.75K -22 -23%
SWM
597
Spire Wealth Management
Virginia
$20.9K -$2.76K -9 -11%
JWA
598
JFS Wealth Advisors
Pennsylvania
$20.4K -$920 -3 -4%
PWMG
599
Private Wealth Management Group
New Jersey
$19.2K
CTC
600
Central Trust Company
Missouri
$19.2K +$3.07K +10 +18%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.