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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
CKW Financial Group
Hawaii
$40K
TSMHT
602
Thurston Springer Miller Herd & Titak
Indiana
$39.1K +$39K +119 New
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$38.5K -$1.31K -4 -3%
M
604
MOTCO
Texas
$38.1K -$1.96K -6 -5%
EW
605
Elyxium Wealth
California
$36.1K +$36K +110 New
AIA
606
Aventus Investment Advisors
Florida
$35.8K
AF
607
Advisornet Financial
Minnesota
$35.5K
HIA
608
Harbor Investment Advisory
Maryland
$34.5K +$3.93K +12 +13%
SAG
609
SageView Advisory Group
California
$34.2K +$34K +104 New
QC
610
Quent Capital
New York
$31.9K
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$31.9K
ME
612
McIlrath & Eck
Washington
$31.5K
TCOV
613
Trust Company of Vermont
Vermont
$31.2K -$4.58K -14 -13%
RAM
614
Reflection Asset Management
South Carolina
$31.2K +$31.1K +95 New
GKIM
615
GW&K Investment Management
Massachusetts
$31K +$8.84K +27 +40%
CA
616
Crewe Advisors
Utah
$30.9K +$1.31K +4 +4%
RBI
617
Raiffeisen Bank International
Austria
$30K
LFG
618
Larson Financial Group
Missouri
$28.9K +$12.1K +37 +73%
CPG
619
Cornerstone Planning Group
New Jersey
$28.6K -$27.5K -84 -48%
MCM
620
MV Capital Management
Maryland
$28.6K
FAMI
621
Fideuram Asset Management (Ireland)
$27.8K +$29.1K +89 New
SWM
622
Spire Wealth Management
Virginia
$26.8K -$4.91K -15 -16%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$25K +$19.6K +60 +375%
JWA
624
JFS Wealth Advisors
Pennsylvania
$24K +$6.55K +20 +38%
SWA
625
SOA Wealth Advisors
New York
$24K -$3.27K -10 -12%