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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
576
Pettyjohn Wood & White
Virginia
$230K -$717K -2,200 -76%
ACA
577
Anchor Capital Advisors
Massachusetts
$223K
ACA
578
Aptus Capital Advisors
Alabama
$221K +$213K +653 New
NS
579
NBC Securities
Alabama
$219K +$212K +650 New
AWA
580
Aaron Wealth Advisors
Illinois
$216K +$209K +640 New
WIA
581
World Investment Advisors
California
$216K -$138K -424 -40%
TCA
582
Transcend Capital Advisors
New Jersey
$215K +$207K +636 New
SIG
583
Stonegate Investment Group
Alabama
$215K -$28.7K -88 -12%
DWM
584
Drive Wealth Management
Utah
$207K +$199K +610 New
HA
585
Harbor Advisors
Florida
$204K +$197K +605 New
D.E. Shaw & Co
586
D.E. Shaw & Co
New York
$203K +$196K +600 New
VEA
587
Virtus ETF Advisers
New York
$203K +$196K +600 New
CFP
588
Catalyst Financial Partners
Massachusetts
$202K +$195K +597 New
UB
589
UMB Bank
Missouri
$199K +$22.5K +69 +13%
Jones Financial Companies
590
Jones Financial Companies
Missouri
$196K +$20.5K +63 +12%
EWA
591
EverSource Wealth Advisors
Alabama
$196K +$37.8K +116 +25%
AA
592
Ancora Advisors
Ohio
$195K -$2.93K -9 -2%
BIG
593
Brooklyn Investment Group
New York
$182K -$4.89K -15 -3%
PA
594
Parallel Advisors
California
$178K +$978 +3 +0.6%
IA
595
IFP Advisors
Florida
$171K +$1.3K +4 +0.8%
FFA
596
Farther Finance Advisors
California
$165K +$54.4K +167 +52%
GWS
597
Greykasell Wealth Strategies
California
$159K +$153K +470 New
Walleye Trading
598
Walleye Trading
New York
$158K -$545K -1,671 -78%
BC
599
Bayforest Capital
United Kingdom
$157K +$60.9K +187 +67%
SAM
600
Smartleaf Asset Management
Massachusetts
$150K -$3.26K -10 -2%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.