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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Ancora Advisors
Ohio
$18.6K -$19.3K -63 -50%
FFO
602
Fortitude Family Office
Arizona
$17.2K +$5.52K +18 +44%
HIA
603
Harbor Investment Advisory
Maryland
$16.6K -$14.7K -48 -46%
GBT
604
Grove Bank & Trust
Florida
$16K +$1.23K +4 +8%
MEG
605
Millstone Evans Group
Colorado
$15.7K -$614 -2 -4%
CFB
606
Cullen/Frost Bankers
Texas
$15.2K -$4.29K -14 -21%
TPWA
607
Twin Peaks Wealth Advisors
California
$14.7K +$15.6K +51 New
PMFA
608
Plante Moran Financial Advisors
Michigan
$14.5K
IAAG
609
Innovative Asset Advisors Group
Connecticut
$14.3K +$15K +49 New
BGAI
610
Bruce G. Allen Investments
Colorado
$13.7K
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$13.3K -$5.52K -18 -29%
TC
612
Truvestments Capital
Florida
$12.2K
BWA
613
Basecamp Wealth Advisors
Washington
$11.9K +$4.29K +14 +52%
EP
614
Essential Partners
California
$11.3K -$44.8K -146 -79%
KAS
615
Kemnay Advisory Services
New York
$11K +$4.6K +15 +65%
SIC
616
SJS Investment Consulting
Ohio
$10.5K +$6.44K +21 +140%
BLC
617
Brown, Lisle/Cummings
Rhode Island
$10.2K +$6.44K +21 +150%
FNWA
618
Financial Network Wealth Advisors
Utah
$10.2K +$10.7K +35 New
RF
619
Rossby Financial
Florida
$10.1K +$920 +3 +9%
C
620
Covestor
United Kingdom
$10K -$7.06K -23 -42%
AP
621
Aspect Partners
Virginia
$9.88K
TWD
622
True Wealth Design
Ohio
$9.88K +$7.67K +25 +278%
MMCM
623
Murphy & Mullick Capital Management
New York
$9.3K
PGAM
624
Princeton Global Asset Management
New Jersey
$9.3K
CT
625
Clearstead Trust
Maine
$9.01K +$1.23K +4 +15%