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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
626
Manchester Capital Management
Vermont
$13.8K – – –
VWM
627
Venturi Wealth Management
Texas
$13.5K +$2.51K +8 +23%
ITIM
628
Indiana Trust & Investment Management
Indiana
$13.5K – – –
MAM
629
Meeder Asset Management
Ohio
$11.6K -$1.57K -5 -12%
KBFS
630
Kohmann Bosshard Financial Services
Ohio
$11K +$11K +35 New
SVCP
631
Silicon Valley Capital Partners
California
$10.6K – – –
MMCM
632
Murphy & Mullick Capital Management
New York
$10K +$10K +32 New
AWM
633
Abound Wealth Management
Tennessee
$9.71K -$1.57K -5 -14%
AP
634
Aspect Partners
Virginia
$9.08K -$4.07K -13 -31%
FWM
635
FSA Wealth Management
Massachusetts
$9.08K – – –
FFO
636
Fortitude Family Office
Arizona
$8.46K – – –
ST
637
Smithfield Trust
Pennsylvania
$8K – – –
WT
638
Whittier Trust
California
$7.52K +$7.52K +24 New
AWM
639
Avior Wealth Management
Nebraska
$7.2K +$940 +3 +15%
CFB
640
Cullen/Frost Bankers
Texas
$6.59K -$627 -2 -9%
MFT
641
Moisand Fitzgerald Tamayo
Florida
$6.58K – – –
FMP
642
Financial Management Professionals
Texas
$6.58K – – –
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$5.91K – – –
QC
644
Quent Capital
New York
$5.68K +$316 +1 +6%
NCM
645
Northwest Capital Management
Oregon
$5.01K – – –
WTC
646
WhitTier Trust Company
Nevada
$5.01K +$5.01K +16 New
WT
647
Washington Trust
Rhode Island
$4.7K -$627 -2 -12%
HI
648
Harbour Investments
Wisconsin
$4.7K +$627 +2 +15%
NRG
649
Nemes Rush Group
Michigan
$4.7K +$4.7K +15 New
DF
650
Dunhill Financial
United Kingdom
$4.68K +$1.87K +6 +67%
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