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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
8.82%
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
AWM
626
Abound Wealth Management
Tennessee
$8.95K +$1.53K +5 +19%
JGCM
627
Joseph Group Capital Management
Ohio
$8.14K +$8.59K +28 New
ST
628
Smithfield Trust
Pennsylvania
$8K
ACM
629
Anfield Capital Management
California
$7.56K
GWM
630
Geneos Wealth Management
Colorado
$7.56K
NRG
631
Nemes Rush Group
Michigan
$7.56K
VEA
632
Virtus ETF Advisers
New York
$7.27K
SWM
633
SHP Wealth Management
Massachusetts
$6.82K +$2.15K +7 +41%
EWP
634
Elevation Wealth Partners
California
$6.69K
NWM
635
Nova Wealth Management
Florida
$6.11K
MAM
636
Meeder Asset Management
Ohio
$5.81K -$2.76K -9 -31%
FMP
637
Financial Management Professionals
Texas
$5.54K
AFC
638
Ares Financial Consulting
California
$5.54K
AT
639
Arlington Trust
Alabama
$5.52K +$5.83K +19 New
DPW
640
DiNuzzo Private Wealth
Pennsylvania
$5.43K -$307 -1 -4%
KFAS
641
Keating Financial Advisory Services
Kansas
$5.23K -$7.06K -23 -56%
ADL
642
Asset Dedication LLC
California
$5.23K
HWP
643
Highline Wealth Partners
California
$4.94K +$1.23K +4 +31%
WA
644
Westfuller Advisors
New York
$4.8K
SSG
645
Summit Securities Group
New York
$4.65K -$39K -127 -89%
TM
646
Torren Management
California
$4.37K -$4.91K -16 -52%
CFM
647
Cornerstone Financial Management
Massachusetts
$4.36K +$614 +2 +15%
DF
648
Dunhill Financial
United Kingdom
$4.28K +$1.23K +4 +40%
FPF
649
First Pacific Financial
Washington
$3.78K +$3.99K +13 New
BHWM
650
Bay Harbor Wealth Management
Maryland
$3.78K +$307 +1 +8%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.