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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
626
Cullen/Frost Bankers
Texas
$21.8K +$3.93K +12 +22%
PWMG
627
Private Wealth Management Group
New Jersey
$21.7K -$655 -2 -3%
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$20.8K
NAAA
629
New Age Alpha Advisors
New York
$19.4K -$8.84K -27 -31%
PSFG
630
Park Square Financial Group
Georgia
$18.5K +$19.3K +59 New
CTC
631
Central Trust Company
Missouri
$18.4K -$2.95K -9 -14%
MEG
632
Millstone Evans Group
Colorado
$18.4K
C
633
Covestor
United Kingdom
$18K -$1.64K -5 -8%
CIA
634
Cape Investment Advisory
Georgia
$17.7K +$11.1K +34 +170%
CFO
635
CVA Family Office
Colorado
$17.7K -$655 -2 -4%
GBT
636
Grove Bank & Trust
Florida
$16.8K +$13.4K +41 +410%
PMFA
637
Plante Moran Financial Advisors
Michigan
$16.4K
AWA
638
Acumen Wealth Advisors
Tennessee
$15.5K +$15.4K +47 New
BGAI
639
Bruce G. Allen Investments
Colorado
$15.4K
DSC
640
Duncker Streett & Co
Missouri
$14.8K
TC
641
Truvestments Capital
Florida
$13.8K
FFO
642
Fortitude Family Office
Arizona
$13.5K
KFAS
643
Keating Financial Advisory Services
Kansas
$13.5K +$13.4K +41 New
PUI
644
Purpose Unlimited Inc
$12.8K +$12.8K +39 New
SL
645
Salomon & Ludwin
Virginia
$11.4K -$9.82K -30 -47%
AP
646
Aspect Partners
Virginia
$11.2K +$327 +1 +3%
MMCM
647
Murphy & Mullick Capital Management
New York
$10.5K
PGAM
648
Princeton Global Asset Management
New Jersey
$10.5K
RF
649
Rossby Financial
Florida
$10.5K +$2.95K +9 +39%
TM
650
Torren Management
California
$10.3K +$10.1K +31 New