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Willis Towers Watson

740 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
576
Parkside Financial Bank & Trust
Missouri
$87.1K
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4K
QL
578
Quarry LP
New York
$81.2K
RFP
579
Root Financial Partners
California
$79.5K
GCM
580
Gables Capital Management
Florida
$74.6K
GSWM
581
Golden State Wealth Management
California
$73.9K
CB
582
Community Bank
New York
$72.6K
SIM
583
Sentry Investment Management
Wisconsin
$72K
QT
584
Quantbot Technologies
New York
$64.1K
VCM
585
Versant Capital Management
Arizona
$61.8K
TFA
586
Transamerica Financial Advisors
Florida
$59.9K
SWIM
587
Smallwood Wealth Investment Management
New Jersey
$58.2K
CAL
588
Capital Advisors Ltd
Ohio
$58K
CH
589
Cromwell Holdings
Wyoming
$56K
NMG
590
New Millennium Group
Utah
$51K
SSG
591
Summit Securities Group
New York
$47K
HWA
592
HHM Wealth Advisors
Tennessee
$46K
TFIPS
593
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.4K
DE
594
DV Equities
Illinois
$44K
MCM
595
Manchester Capital Management
Vermont
$43.7K
HWA
596
Heritage Wealth Advisors
Virginia
$41.7K
AA
597
Ancora Advisors
Ohio
$41.7K
CFG
598
CKW Financial Group
Hawaii
$40K
TSMHT
599
Thurston Springer Miller Herd & Titak
Indiana
$39.1K
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$38.5K