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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
601
Private Wealth Management Group
New Jersey
$21.3K – – –
CAWM
602
Capital A Wealth Management
Pennsylvania
$21K +$21K +67 New
CIAM
603
Caitong International Asset Management
Hong Kong
$20.7K +$20.7K +66 New
CFGS
604
Concourse Financial Group Securities
Alabama
$20.5K +$20.5K +64 New
AS
605
Altshuler Shaham
Israel
$20.4K +$20.4K +65 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$19.7K +$4.07K +13 +26%
NSIM
607
North Star Investment Management
Illinois
$19.7K +$19.7K +63 New
GKIM
608
GW&K Investment Management
Massachusetts
$19K +$950 +3 +5%
C
609
Covestor
United Kingdom
$19K +$3.17K +10 +20%
RA
610
Rise Advisors
New York
$19K +$311 +1 +2%
CFO
611
CVA Family Office
Colorado
$18.8K +$9.4K +30 +100%
ZB
612
Zions Bancorporation
Utah
$18.5K +$940 +3 +5%
BIA
613
Bell Investment Advisors
California
$18.2K – – –
GEA
614
Glen Eagle Advisors
New Jersey
$17.6K – – –
AAP
615
Arax Advisory Partners
Colorado
$17.2K – – –
JWA
616
JFS Wealth Advisors
Pennsylvania
$16.6K – – –
BGAI
617
Bruce G. Allen Investments
Colorado
$16.3K +$1.57K +5 +11%
ACM
618
Anfield Capital Management
California
$16.3K +$8.14K +26 +100%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$15.7K – – –
AT
620
Avalon Trust
New Mexico
$15.7K – – –
LFG
621
Larson Financial Group
Missouri
$15K +$11K +35 +269%
CA
622
Continuum Advisory
Idaho
$14.4K -$626 -2 -4%
MEG
623
Millstone Evans Group
Colorado
$14.4K +$14.4K +46 New
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
$14.3K – – –
DSC
625
Duncker Streett & Co
Missouri
$14.1K +$14.1K +45 New
23 24
25
26 27