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Willis Towers Watson

724 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.09% less ownership

Funds ownership: 94.98%93.9% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
SOA Wealth Advisors
New York
$28.7K
TFA
602
Transamerica Financial Advisors
Florida
$26.7K
ABWM
603
Alpine Bank Wealth Management
Colorado
$24.9K
AAS
604
Ameritas Advisory Services
Nebraska
$24.8K
PWMG
605
Private Wealth Management Group
New Jersey
$23.5K
GKIM
606
GW&K Investment Management
Massachusetts
$23K
CTC
607
Central Trust Company
Missouri
$22.5K
SL
608
Salomon & Ludwin
Virginia
$22.2K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$21.9K
C
610
Covestor
United Kingdom
$21K
RA
611
Rise Advisors
New York
$20.7K
MEG
612
Millstone Evans Group
Colorado
$19.3K
CFO
613
CVA Family Office
Colorado
$19.3K
CFB
614
Cullen/Frost Bankers
Texas
$18.7K
JWA
615
JFS Wealth Advisors
Pennsylvania
$18.3K
LFG
616
Larson Financial Group
Missouri
$17.6K
PMFA
617
Plante Moran Financial Advisors
Michigan
$17.3K
AT
618
Avalon Trust
New Mexico
$17.3K
BGAI
619
Bruce G. Allen Investments
Colorado
$16.2K
MCM
620
Manchester Capital Management
Vermont
$15.5K
DSC
621
Duncker Streett & Co
Missouri
$15.5K
TC
622
Truvestments Capital
Florida
$14.5K
PWA
623
Physician Wealth Advisors
Utah
$14.5K
FFO
624
Fortitude Family Office
Arizona
$14.2K
NC
625
North Capital
Utah
$13.5K