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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
601
True Wealth Design
Ohio
$26.7K -$613 -2 -2%
NAAA
602
New Age Alpha Advisors
New York
$26.4K – – –
MAM
603
Meeder Asset Management
Ohio
$25.1K +$3.68K +12 +17%
SWM
604
Spire Wealth Management
Virginia
$24.8K -$2.76K -9 -10%
GM
605
GeoWealth Management
Illinois
$21.8K +$21.8K +71 New
IRC
606
Investors Research Corp
Georgia
$21.1K – – –
GKIM
607
GW&K Investment Management
Massachusetts
$21K +$1.88K +6 +10%
PWMG
608
Private Wealth Management Group
New Jersey
$20.8K – – –
CFB
609
Cullen/Frost Bankers
Texas
$20.2K +$19K +62 +1,550%
SSG
610
Summit Securities Group
New York
$20.2K +$20.2K +66 New
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$19.8K +$5.86K +19 +42%
C
612
Covestor
United Kingdom
$19K – – –
MEG
613
Millstone Evans Group
Colorado
$17.8K -$3.37K -11 -16%
BIA
614
Bell Investment Advisors
California
$17.8K – – –
RA
615
Rise Advisors
New York
$17.1K – – –
JWA
616
JFS Wealth Advisors
Pennsylvania
$16.2K – – –
BCWM
617
Bartlett & Co Wealth Management
Ohio
$15.7K +$307 +1 +2%
AT
618
Avalon Trust
New Mexico
$15.3K – – –
PMFA
619
Plante Moran Financial Advisors
Michigan
$15.3K – – –
NC
620
NewSquare Capital
Pennsylvania
$15.3K +$2.76K +9 +22%
TPWA
621
Twin Peaks Wealth Advisors
California
$15.1K +$15.1K +46 New
LFG
622
Larson Financial Group
Missouri
$14.4K -$18.4K -60 -56%
BGAI
623
Bruce G. Allen Investments
Colorado
$14.4K -$1.53K -5 -10%
DSC
624
Duncker Streett & Co
Missouri
$13.8K – – –
RAM
625
Riggs Asset Management
Pennsylvania
$13.8K +$13.8K +45 New
23 24
25
26 27