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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$305M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$266M
5
Invesco
Invesco
Georgia
+$89.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$322M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$211M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
5
Citadel Advisors
Citadel Advisors
Florida
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
$48.9K -$3.16M -10,099 -98%
Bank Julius Baer & Co
577
Bank Julius Baer & Co
Switzerland
$48.6K +$48.6K +140 New
HWA
578
Heritage Wealth Advisors
Virginia
$48.2K – – –
CH
579
Cromwell Holdings
Wyoming
$48.2K – – –
LC
580
Lindbrook Capital
California
$47.3K +$940 +3 +2%
HCP
581
Hexagon Capital Partners
Arkansas
$46.4K +$7.52K +24 +19%
HWA
582
HHM Wealth Advisors
Tennessee
$44.8K +$940 +3 +2%
TFIPS
583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.3K +$17.2K +55 +69%
AGWCA
584
Annis Gardner Whiting Capital Advisors
Florida
$41.5K -$2.2K -7 -5%
CFG
585
CKW Financial Group
Hawaii
$38K – – –
RFS
586
Richardson Financial Services
Massachusetts
$37.9K +$6.27K +20 +20%
GM
587
GeoWealth Management
Illinois
$36K +$17.5K +56 +95%
TCOV
588
Trust Company of Vermont
Vermont
$34.1K – – –
AF
589
Advisornet Financial
Minnesota
$34.1K +$313 +1 +0.9%
GWM
590
Geneos Wealth Management
Colorado
$31.6K -$1.25K -4 -4%
SWM
591
Spire Wealth Management
Virginia
$30.4K -$3.77K -12 -11%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$30.4K – – –
ME
593
McIlrath & Eck
Washington
$30.1K +$30.1K +96 New
HIA
594
Harbor Investment Advisory
Maryland
$29.1K – – –
HWM
595
Hemington Wealth Management
Virginia
$29K +$4.99K +16 +21%
MCM
596
MV Capital Management
Maryland
$28.2K +$626 +2 +2%
WSFS
597
Wilmington Savings Fund Society
Delaware
$27.6K -$642K -2,050 -96%
TWD
598
True Wealth Design
Ohio
$26K – – –
NAAA
599
New Age Alpha Advisors
New York
$25.4K +$8.46K +27 +50%
CT
600
Colonial Trust
South Carolina
$21.6K +$15K +48 +229%
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