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Willis Towers Watson

719 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.1% less ownership

Funds ownership: 94.99%93.89% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
601
Alpine Bank Wealth Management
Colorado
$24.9K
AAS
602
Ameritas Advisory Services
Nebraska
$24.8K
PWMG
603
Private Wealth Management Group
New Jersey
$23.5K
GKIM
604
GW&K Investment Management
Massachusetts
$23K
CTC
605
Central Trust Company
Missouri
$22.5K
SL
606
Salomon & Ludwin
Virginia
$22.2K
Kayne Anderson Rudnick Investment Management
607
Kayne Anderson Rudnick Investment Management
California
$21.9K
C
608
Covestor
United Kingdom
$21K
RA
609
Rise Advisors
New York
$20.7K
MEG
610
Millstone Evans Group
Colorado
$19.3K
CFO
611
CVA Family Office
Colorado
$19.3K
CFB
612
Cullen/Frost Bankers
Texas
$18.7K
JWA
613
JFS Wealth Advisors
Pennsylvania
$18.3K
LFG
614
Larson Financial Group
Missouri
$17.6K
AT
615
Avalon Trust
New Mexico
$17.3K
PMFA
616
Plante Moran Financial Advisors
Michigan
$17.3K
BGAI
617
Bruce G. Allen Investments
Colorado
$16.2K
MCM
618
Manchester Capital Management
Vermont
$15.5K
DSC
619
Duncker Streett & Co
Missouri
$15.5K
PWA
620
Physician Wealth Advisors
Utah
$14.5K
TC
621
Truvestments Capital
Florida
$14.5K
FFO
622
Fortitude Family Office
Arizona
$14.2K
NC
623
North Capital
Utah
$13.5K
AA
624
Ancora Advisors
Ohio
$12.4K
CT
625
Clearstead Trust
Maine
$12.1K