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Willis Towers Watson
WTW

Overview Fund Activity

710 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
626
Fortitude Family Office
Arizona
$12K +$3.68K +12 +44%
NC
627
North Capital
Utah
$12K – – –
AA
628
Ancora Advisors
Ohio
$11K -$166K -540 -94%
WTC
629
WhitTier Trust Company
Nevada
$11K – – –
CFO
630
CVA Family Office
Colorado
$10.7K -$10.4K -34 -49%
PGAM
631
Princeton Global Asset Management
New Jersey
$10.7K +$10.7K +35 New
MMCM
632
Murphy & Mullick Capital Management
New York
$10.1K – – –
FWM
633
FSA Wealth Management
Massachusetts
$8.89K – – –
AP
634
Aspect Partners
Virginia
$8.58K – – –
ST
635
Smithfield Trust
Pennsylvania
$8K – – –
AWM
636
Abound Wealth Management
Tennessee
$7.97K – – –
ACM
637
Anfield Capital Management
California
$7.97K – – –
RF
638
Rossby Financial
Florida
$7.05K +$7.05K +23 New
MFT
639
Moisand Fitzgerald Tamayo
Florida
$6.44K – – –
NWM
640
Nova Wealth Management
Florida
$6.44K +$6.44K +21 New
HHMI
641
Howard Hughes Medical Institute
Maryland
$6.44K +$6.44K +21 New
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$6.18K +$221 +1 +4%
CT
643
Colonial Trust
South Carolina
$6.09K – – –
OAJ
644
Ogorek Anthony Joseph
New York
$6K -$1.43K -5 -19%
AW
645
Avion Wealth
Texas
$6K +$1.71K +6 +40%
SIC
646
Salem Investment Counselors
North Carolina
$5.84K – – –
FMP
647
Financial Management Professionals
Texas
$5.84K – – –
ACM
648
Aster Capital Management
United Arab Emirates
$5.82K -$859K -2,801 -99%
ADL
649
Asset Dedication LLC
California
$5.52K +$5.52K +18 New
BFS
650
Bare Financial Services
Pennsylvania
$5.21K +$4.9K +16 +1,600%
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