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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
626
Central Trust Company
Missouri
$48K -$6.08K -18 -11%
TFIPS
627
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.6K – – –
AGWCA
628
Annis Gardner Whiting Capital Advisors
Florida
$45.1K +$339 +1 +0.8%
AAP
629
Arax Advisory Partners
Colorado
$43.9K +$25.3K +75 +136%
WA
630
WPG Advisers
Maryland
$43.3K -$11.5K -34 -21%
CFG
631
CKW Financial Group
Hawaii
$41K +$339 +1 +0.8%
PSFG
632
Park Square Financial Group
Georgia
$39.9K -$26.7K -79 -40%
HWM
633
Hemington Wealth Management
Virginia
$38K +$7K +21 +23%
AF
634
Advisornet Financial
Minnesota
$36.8K – – –
TCOV
635
Trust Company of Vermont
Vermont
$36.8K – – –
LFG
636
Larson Financial Group
Missouri
$36.2K +$19.9K +59 +123%
TWC
637
TD Waterhouse Canada
Ontario, Canada
$35K +$33K +98 +1,633%
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$32.8K – – –
ME
639
McIlrath & Eck
Washington
$32.4K – – –
CA
640
Crewe Advisors
Utah
$31.8K +$31.8K +94 New
HIA
641
Harbor Investment Advisory
Maryland
$31.4K – – –
MCM
642
MV Capital Management
Maryland
$30.8K +$338 +1 +1%
SWM
643
Spire Wealth Management
Virginia
$30.4K -$2.37K -7 -7%
TWD
644
True Wealth Design
Ohio
$30.1K +$2.03K +6 +7%
NAAA
645
New Age Alpha Advisors
New York
$29.1K +$1.69K +5 +6%
WSFS
646
Wilmington Savings Fund Society
Delaware
$28.7K -$1.01K -3 -3%
CPG
647
Cornerstone Planning Group
New Jersey
$27.7K +$24.4K +75 +750%
WF
648
Wayfinding Financial
Washington
$25K +$25K +75 New
MAM
649
Meeder Asset Management
Ohio
$23.7K +$11.2K +33 +89%
CFO
650
CVA Family Office
Colorado
$23.3K +$3.04K +9 +15%
24 25
26
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