WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
626
SJS Investment Consulting
Ohio
$4.12K -$295 -1 -7%
CA
627
CoreCap Advisors
Michigan
$4.12K -$10K -34 -71%
HI
628
Harbour Investments
Wisconsin
$3.83K +$589 +2 +18%
LFG
629
Larson Financial Group
Missouri
$3.83K +$3.83K +13 New
NMM
630
Naples Money Management
Florida
$3.53K +$3.53K +12 New
MA
631
MCF Advisors
Kentucky
$3.24K -$3.83K -13 -54%
PPC
632
Park Place Capital
Alabama
$3.24K – – –
SFCL
633
Strengthening Families & Communities LLC
Massachusetts
$2.95K – – –
HWP
634
Highline Wealth Partners
California
$2.95K +$589 +2 +25%
CPG
635
Cornerstone Planning Group
New Jersey
$2.92K +$292 +1 +11%
SFA
636
Semmax Financial Advisors
North Carolina
$2.91K – – –
DF
637
Dunhill Financial
United Kingdom
$2.72K – – –
TF
638
Tompkins Financial
New York
$2.65K – – –
EBA
639
Eagle Bay Advisors
New York
$2.36K – – –
SSB
640
Sandy Spring Bank
Maryland
$2.36K -$2.06K -7 -47%
SWA
641
SOA Wealth Advisors
New York
$2.36K – – –
HCM
642
Hollencrest Capital Management
California
$2.36K – – –
SIC
643
Salem Investment Counselors
North Carolina
$2.07K +$2.07K +7 New
WWP
644
WR Wealth Planners
Missouri
$2.06K -$3.83K -13 -65%
AIM
645
Anchor Investment Management
South Carolina
$2.06K – – –
AW
646
Avion Wealth
Texas
$2K +$400 +2 +25%
TWC
647
TD Waterhouse Canada
Ontario, Canada
$1.8K +$902 +3 +100%
VWA
648
Valued Wealth Advisors
Utah
$1.77K +$887 +3 +100%
FNWA
649
Financial Network Wealth Advisors
Utah
$1.77K -$1.77K -6 -50%
CAC
650
Core Alternative Capital
Georgia
$1.77K – – –
24 25
26
27 28