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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
626
Fortitude Family Office
Arizona
$14.2K +$648 +2 +5%
NC
627
North Capital
Utah
$13.5K
AA
628
Ancora Advisors
Ohio
$12.4K
CT
629
Clearstead Trust
Maine
$12.1K +$7.45K +23 +192%
AP
630
Aspect Partners
Virginia
$11.4K +$1.62K +5 +18%
PGAM
631
Princeton Global Asset Management
New Jersey
$11.1K -$972 -3 -9%
MMCM
632
Murphy & Mullick Capital Management
New York
$11.1K
FWM
633
FSA Wealth Management
Massachusetts
$10K
MAM
634
Meeder Asset Management
Ohio
$9.67K -$17.5K -54 -66%
ST
635
Smithfield Trust
Pennsylvania
$9K
AW
636
Avion Wealth
Texas
$9K +$1.94K +6 +29%
AWM
637
Abound Wealth Management
Tennessee
$8.98K
GWM
638
Geneos Wealth Management
Colorado
$8.98K -$43.7K -135 -84%
TWD
639
True Wealth Design
Ohio
$8.98K -$19.8K -61 -70%
ACM
640
Anfield Capital Management
California
$8.98K
VEA
641
Virtus ETF Advisers
New York
$8.64K -$72.9K -225 -90%
RF
642
Rossby Financial
Florida
$7.91K
MFT
643
Moisand Fitzgerald Tamayo
Florida
$7.25K
HHMI
644
Howard Hughes Medical Institute
Maryland
$7.25K
NWM
645
Nova Wealth Management
Florida
$7.25K
OAJ
646
Ogorek Anthony Joseph
New York
$7K +$324 +1 +5%
CT
647
Colonial Trust
South Carolina
$6.91K
HI
648
Harbour Investments
Wisconsin
$6.91K +$1.62K +5 +33%
AWM
649
Activest Wealth Management
Florida
$6.91K +$5.51K +17 +567%
CIA
650
Cape Investment Advisory
Georgia
$6.91K +$6.48K +20 New

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.