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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
626
DZ Bank
Germany
$54.4K +$52.5K +161 New
ZBNA
627
Zions Bancorporation, National Association
Utah
$54.1K +$52.1K +160 New
CH
628
Cromwell Holdings
Wyoming
$53.4K +$1.3K +4 +3%
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$52.3K +$4.89K +15 +11%
HWA
630
Heritage Wealth Advisors
Virginia
$52K
LC
631
Lindbrook Capital
California
$50.4K -$652 -2 -1%
HWA
632
HHM Wealth Advisors
Tennessee
$48.3K
CTC
633
Central Trust Company
Missouri
$48K -$5.87K -18 -11%
TFIPS
634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.6K
AGWCA
635
Annis Gardner Whiting Capital Advisors
Florida
$45.1K +$326 +1 +0.8%
AAP
636
Arax Advisory Partners
Colorado
$43.9K +$24.4K +75 +136%
WA
637
WPG Advisers
Maryland
$43.3K -$11.1K -34 -21%
CFG
638
CKW Financial Group
Hawaii
$41K +$326 +1 +0.8%
PSFG
639
Park Square Financial Group
Georgia
$39.9K -$25.7K -79 -40%
HWM
640
Hemington Wealth Management
Virginia
$38K +$6.84K +21 +23%
AF
641
Advisornet Financial
Minnesota
$36.8K
TCOV
642
Trust Company of Vermont
Vermont
$36.8K
LFG
643
Larson Financial Group
Missouri
$36.2K +$19.2K +59 +123%
TWC
644
TD Waterhouse Canada
Ontario, Canada
$35K +$31.9K +98 +1,633%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$32.8K
ME
646
McIlrath & Eck
Washington
$32.4K
CA
647
Crewe Advisors
Utah
$31.8K +$30.6K +94 New
HIA
648
Harbor Investment Advisory
Maryland
$31.4K
MCM
649
MV Capital Management
Maryland
$30.8K +$326 +1 +1%
SWM
650
Spire Wealth Management
Virginia
$30.4K -$2.28K -7 -7%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.