WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
601
Hantz Financial Services
Michigan
$13K -$1.38M -4,788 -99%
MCM
602
Manchester Capital Management
Vermont
$13K +$2.95K +10 +29%
ITIM
603
Indiana Trust & Investment Management
Indiana
$12.7K – – –
AP
604
Aspect Partners
Virginia
$12.4K – – –
MAM
605
Meeder Asset Management
Ohio
$12.4K +$2.06K +7 +20%
AWM
606
Abound Wealth Management
Tennessee
$10.6K +$3.54K +12 +50%
VWM
607
Venturi Wealth Management
Texas
$10.3K – – –
SVCP
608
Silicon Valley Capital Partners
California
$9.89K +$291 +1 +3%
CFO
609
CVA Family Office
Colorado
$8.84K +$884 +3 +11%
HGA
610
Hobbs Group Advisors
South Carolina
$8.54K – – –
FWM
611
FSA Wealth Management
Massachusetts
$8.54K +$8.54K +29 New
ST
612
Smithfield Trust
Pennsylvania
$8K – – –
FFO
613
Fortitude Family Office
Arizona
$7.95K – – –
ACM
614
Anfield Capital Management
California
$7.66K – – –
CFB
615
Cullen/Frost Bankers
Texas
$6.78K +$1.18K +4 +21%
MFT
616
Moisand Fitzgerald Tamayo
Florida
$6.19K – – –
CT
617
Colonial Trust
South Carolina
$6.15K +$293 +1 +5%
FMP
618
Financial Management Professionals
Texas
$6K +$857 +3 +17%
AWM
619
Avior Wealth Management
Nebraska
$5.89K -$295 -1 -5%
DPW
620
DiNuzzo Private Wealth
Pennsylvania
$5.56K – – –
QC
621
Quent Capital
New York
$5.05K – – –
WT
622
Washington Trust
Rhode Island
$5.01K – – –
CAM
623
Creekmur Asset Management
Illinois
$5.01K +$5.01K +17 New
NCM
624
Northwest Capital Management
Oregon
$4.71K – – –
PB
625
Pinnacle Bancorp
Nebraska
$4.42K -$8.54K -29 -66%
23 24
25
26 27