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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
601
PFS Partners
New Jersey
$135K
AF
602
Allworth Financial
California
$134K -$3.91K -12 -3%
GWM
603
Geneos Wealth Management
Colorado
$130K +$92.6K +284 +281%
JFA
604
JNBA Financial Advisors
Minnesota
$127K -$40.7K -125 -25%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$120K +$6.19K +19 +6%
WTA
606
Washington Trust Advisors
Massachusetts
$114K
GAG
607
Goodman Advisory Group
Massachusetts
$110K +$106K +326 New
DMBA
608
Deseret Mutual Benefit Administrators
Utah
$108K
DIP
609
DT Investment Partners
Pennsylvania
$95K
PTC
610
Private Trust Company
Ohio
$92.9K +$652 +2 +0.7%
VCM
611
Versant Capital Management
Arizona
$92.6K +$32.6K +100 +57%
SIM
612
Sentry Investment Management
Wisconsin
$91K -$29.3K -90 -23%
SW
613
SVB Wealth
Massachusetts
$89.9K +$86.7K +266 New
TSMHT
614
Thurston Springer Miller Herd & Titak
Indiana
$88.5K +$5.87K +18 +7%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$85.2K +$2.61K +8 +3%
LI
616
LRI Investments
Florida
$81.2K +$1.63K +5 +2%
GSWM
617
Golden State Wealth Management
California
$77.7K
GCM
618
Gables Capital Management
Florida
$76.7K
S
619
SignatureFD
Georgia
$74.8K -$1.96K -6 -3%
BCMLT
620
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K +$326 +1 +0.5%
HCP
621
Hexagon Capital Partners
Arkansas
$71K +$20.2K +62 +42%
NMG
622
New Millennium Group
Utah
$70.3K
ANBT
623
American National Bank & Trust
Texas
$67.6K
CAL
624
Capital Advisors Ltd
Ohio
$60K
SWIM
625
Smallwood Wealth Investment Management
New Jersey
$59.8K +$57.7K +177 New

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.