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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
576
Transcend Capital Advisors
New Jersey
$215K +$215K +636 New
SIG
577
Stonegate Investment Group
Alabama
$215K -$29.7K -88 -12%
DWM
578
Drive Wealth Management
Utah
$207K +$207K +610 New
HA
579
Harbor Advisors
Florida
$204K +$204K +605 New
D.E. Shaw & Co
580
D.E. Shaw & Co
New York
$203K +$203K +600 New
CFP
581
Catalyst Financial Partners
Massachusetts
$202K +$202K +597 New
UB
582
UMB Bank
Missouri
$199K +$23.3K +69 +13%
Jones Financial Companies
583
Jones Financial Companies
Missouri
$196K +$21.2K +63 +12%
EWA
584
EverSource Wealth Advisors
Alabama
$196K +$39.2K +116 +25%
AA
585
Ancora Advisors
Ohio
$195K -$3.04K -9 -2%
BIG
586
Brooklyn Investment Group
New York
$182K -$5.06K -15 -3%
PA
587
Parallel Advisors
California
$178K +$1.01K +3 +0.6%
IA
588
IFP Advisors
Florida
$171K +$1.37K +4 +0.8%
FFA
589
Farther Finance Advisors
California
$165K +$56.3K +167 +52%
GWS
590
Greykasell Wealth Strategies
California
$159K +$159K +470 New
Walleye Trading
591
Walleye Trading
New York
$158K -$565K -1,671 -78%
BC
592
Bayforest Capital
United Kingdom
$157K +$63.2K +187 +67%
SAM
593
Smartleaf Asset Management
Massachusetts
$150K -$3.37K -10 -2%
PP
594
PFS Partners
New Jersey
$135K – – –
AF
595
Allworth Financial
California
$134K -$3.68K -12 -3%
GWM
596
Geneos Wealth Management
Colorado
$130K +$96K +284 +281%
JFA
597
JNBA Financial Advisors
Minnesota
$127K -$42.2K -125 -25%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$120K +$6.42K +19 +6%
WTA
599
Washington Trust Advisors
Massachusetts
$114K – – –
GAG
600
Goodman Advisory Group
Massachusetts
$110K +$110K +326 New
22 23
24
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