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Willis Towers Watson

712 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, 243 increasing their positions, 273 reducing their positions, and 105 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: 243 | 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: 105

Holders
712
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
CA
601
Crewe Advisors
Utah
$27.6K
MCM
602
MV Capital Management
Maryland
$26.7K
TWD
603
True Wealth Design
Ohio
$26.7K
NAAA
604
New Age Alpha Advisors
New York
$26.4K
MAM
605
Meeder Asset Management
Ohio
$25.1K
SWM
606
Spire Wealth Management
Virginia
$24.8K
GM
607
GeoWealth Management
Illinois
$21.8K
IRC
608
Investors Research Corp
Georgia
$21.1K
GKIM
609
GW&K Investment Management
Massachusetts
$21K
PWMG
610
Private Wealth Management Group
New Jersey
$20.8K
CFB
611
Cullen/Frost Bankers
Texas
$20.2K
SSG
612
Summit Securities Group
New York
$20.2K
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$19.8K
C
614
Covestor
United Kingdom
$19K
MEG
615
Millstone Evans Group
Colorado
$17.8K
BIA
616
Bell Investment Advisors
California
$17.8K
RA
617
Rise Advisors
New York
$17.1K
JWA
618
JFS Wealth Advisors
Pennsylvania
$16.2K
BCWM
619
Bartlett & Co Wealth Management
Ohio
$15.7K
AT
620
Avalon Trust
New Mexico
$15.3K
PMFA
621
Plante Moran Financial Advisors
Michigan
$15.3K
NC
622
NewSquare Capital
Pennsylvania
$15.3K
TPWA
623
Twin Peaks Wealth Advisors
California
$15.1K
LFG
624
Larson Financial Group
Missouri
$14.4K
BGAI
625
Bruce G. Allen Investments
Colorado
$14.4K