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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
576
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.3K – – –
ZBNA
577
Zions Bancorporation, National Association
Utah
$64.4K +$15.3K +50 +31%
NMG
578
New Millennium Group
Utah
$63.8K – – –
ANBT
579
American National Bank & Trust
Texas
$61.3K – – –
VCM
580
Versant Capital Management
Arizona
$55.2K -$28.8K -94 -34%
CAL
581
Capital Advisors Ltd
Ohio
$55K – – –
CH
582
Cromwell Holdings
Wyoming
$52.3K +$3.69K +12 +8%
GWM
583
Geneos Wealth Management
Colorado
$49.3K -$68.7K -224 -58%
HWA
584
Heritage Wealth Advisors
Virginia
$47.2K – – –
HWA
585
HHM Wealth Advisors
Tennessee
$42.9K -$920 -3 -2%
TFIPS
586
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.4K – – –
AGWCA
587
Annis Gardner Whiting Capital Advisors
Florida
$41.2K +$307 +1 +0.8%
CTC
588
Central Trust Company
Missouri
$41.1K -$2.45K -8 -6%
MYIA
589
Mount Yale Investment Advisors
Colorado
$38.6K +$38.6K +126 New
HWM
590
Hemington Wealth Management
Virginia
$38K +$3.34K +11 +10%
CFG
591
CKW Financial Group
Hawaii
$37K – – –
PSFG
592
Park Square Financial Group
Georgia
$36.2K – – –
TCOV
593
Trust Company of Vermont
Vermont
$33.4K – – –
AF
594
Advisornet Financial
Minnesota
$33.1K -$307 -1 -0.9%
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$29.7K – – –
ME
596
McIlrath & Eck
Washington
$29.4K – – –
CPG
597
Cornerstone Planning Group
New Jersey
$28.6K +$974 +3 +4%
HIA
598
Harbor Investment Advisory
Maryland
$28.5K – – –
CA
599
Crewe Advisors
Utah
$27.6K -$1.23K -4 -4%
MCM
600
MV Capital Management
Maryland
$26.7K -$1.23K -4 -4%
22 23
24
25 26