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Willis Towers Watson

714 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, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
601
McIlrath & Eck
Washington
$29.4K
CPG
602
Cornerstone Planning Group
New Jersey
$28.6K
HIA
603
Harbor Investment Advisory
Maryland
$28.5K
CA
604
Crewe Advisors
Utah
$27.6K
MCM
605
MV Capital Management
Maryland
$26.7K
TWD
606
True Wealth Design
Ohio
$26.7K
NAAA
607
New Age Alpha Advisors
New York
$26.4K
MAM
608
Meeder Asset Management
Ohio
$25.1K
SWM
609
Spire Wealth Management
Virginia
$24.8K
GM
610
GeoWealth Management
Illinois
$21.8K
IRC
611
Investors Research Corp
Georgia
$21.1K
GKIM
612
GW&K Investment Management
Massachusetts
$21K
PWMG
613
Private Wealth Management Group
New Jersey
$20.8K
CFB
614
Cullen/Frost Bankers
Texas
$20.2K
SSG
615
Summit Securities Group
New York
$20.2K
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
$19.8K
C
617
Covestor
United Kingdom
$19K
MEG
618
Millstone Evans Group
Colorado
$17.8K
BIA
619
Bell Investment Advisors
California
$17.8K
RA
620
Rise Advisors
New York
$17.1K
JWA
621
JFS Wealth Advisors
Pennsylvania
$16.2K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$15.7K
PMFA
623
Plante Moran Financial Advisors
Michigan
$15.3K
AT
624
Avalon Trust
New Mexico
$15.3K
NC
625
NewSquare Capital
Pennsylvania
$15.3K