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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMBA
601
Deseret Mutual Benefit Administrators
Utah
$108K – – –
DIP
602
DT Investment Partners
Pennsylvania
$95K – – –
PTC
603
Private Trust Company
Ohio
$92.9K +$676 +2 +0.7%
VCM
604
Versant Capital Management
Arizona
$92.6K +$33.8K +100 +57%
SIM
605
Sentry Investment Management
Wisconsin
$91K -$27.1K -90 -23%
SW
606
SVB Wealth
Massachusetts
$89.9K +$89.9K +266 New
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$88.5K +$6.08K +18 +7%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$85.2K +$2.7K +8 +3%
LI
609
LRI Investments
Florida
$81.2K +$1.69K +5 +2%
GSWM
610
Golden State Wealth Management
California
$77.7K – – –
GCM
611
Gables Capital Management
Florida
$76.7K – – –
S
612
SignatureFD
Georgia
$74.8K -$2.03K -6 -3%
BCMLT
613
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K +$337 +1 +0.5%
HCP
614
Hexagon Capital Partners
Arkansas
$71K +$21K +62 +42%
NMG
615
New Millennium Group
Utah
$70.3K – – –
ANBT
616
American National Bank & Trust
Texas
$67.6K – – –
CAL
617
Capital Advisors Ltd
Ohio
$60K – – –
SWIM
618
Smallwood Wealth Investment Management
New Jersey
$59.8K +$59.8K +177 New
DZ Bank
619
DZ Bank
Germany
$54.4K +$54.4K +161 New
ZBNA
620
Zions Bancorporation, National Association
Utah
$54.1K +$54.1K +160 New
CH
621
Cromwell Holdings
Wyoming
$53.4K +$1.35K +4 +3%
Bank Julius Baer & Co
622
Bank Julius Baer & Co
Switzerland
$52.3K -$1.15K -3 -2%
HWA
623
Heritage Wealth Advisors
Virginia
$52K – – –
LC
624
Lindbrook Capital
California
$50.4K -$676 -2 -1%
HWA
625
HHM Wealth Advisors
Tennessee
$48.3K – – –
23 24
25
26 27