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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

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
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
576
Private Trust Company
Ohio
$91.4K +$5.57K +17 +7%
DMBA
577
Deseret Mutual Benefit Administrators
Utah
$89.7K
PFBT
578
Parkside Financial Bank & Trust
Missouri
$87.1K +$5.89K +18 +7%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.4K -$982 -3 -1%
QL
580
Quarry LP
New York
$81.2K +$80.9K +247 New
RFP
581
Root Financial Partners
California
$79.5K +$15.1K +46 +23%
GCM
582
Gables Capital Management
Florida
$74.6K
GSWM
583
Golden State Wealth Management
California
$73.9K -$1.96K -6 -3%
CB
584
Community Bank
New York
$72.6K
SIM
585
Sentry Investment Management
Wisconsin
$72K
QT
586
Quantbot Technologies
New York
$64.1K +$63.8K +195 New
VCM
587
Versant Capital Management
Arizona
$61.8K +$2.29K +7 +4%
EP
588
Essential Partners
California
$60.8K +$1.31K +4 +2%
TFA
589
Transamerica Financial Advisors
Florida
$59.9K +$34K +104 +133%
SWIM
590
Smallwood Wealth Investment Management
New Jersey
$58.2K
CAL
591
Capital Advisors Ltd
Ohio
$58K
CH
592
Cromwell Holdings
Wyoming
$56K
NMG
593
New Millennium Group
Utah
$51K -$655 -2 -1%
SSG
594
Summit Securities Group
New York
$47K -$8.18K -25 -15%
HWA
595
HHM Wealth Advisors
Tennessee
$46K
TFIPS
596
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.4K
DE
597
DV Equities
Illinois
$44K +$43.9K +134 New
MCM
598
Manchester Capital Management
Vermont
$43.7K +$28.8K +88 +196%
HWA
599
Heritage Wealth Advisors
Virginia
$41.7K
AA
600
Ancora Advisors
Ohio
$41.7K +$29.8K +91 +253%