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Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$873M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$310M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$270M
5
Invesco
Invesco
Georgia
$698M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$38.3M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$187M
5
Citadel Advisors
Citadel Advisors
Florida
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
651
Highline Wealth Partners
California
$4.07K +$940 +3 +30%
SO
652
Sierra Ocean
California
$4.07K +$4.07K +13 New
AW
653
Avion Wealth
Texas
$4K +$1.33K +5 +50%
SIC
654
SJS Investment Consulting
Ohio
$3.76K -$627 -2 -14%
WA
655
Whipplewood Advisors
Colorado
$3.76K +$3.76K +12 New
MA
656
MCF Advisors
Kentucky
$3.45K – – –
CPG
657
Cornerstone Planning Group
New Jersey
$3.29K – – –
PB
658
Pinnacle Bancorp
Nebraska
$3.13K -$1.57K -5 -33%
SFCL
659
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
TF
660
Tompkins Financial
New York
$2.82K – – –
TH
661
TCTC Holdings
Texas
$2.82K +$2.82K +9 New
NC
662
NewSquare Capital
Pennsylvania
$2.82K +$2.82K +9 New
KFI
663
Key Financial Inc
Pennsylvania
$2.82K +$2.82K +9 New
EBA
664
Eagle Bay Advisors
New York
$2.51K – – –
SWA
665
SOA Wealth Advisors
New York
$2.51K – – –
SSB
666
Sandy Spring Bank
Maryland
$2.51K – – –
HCM
667
Hollencrest Capital Management
California
$2.51K – – –
WWP
668
WR Wealth Planners
Missouri
$2.51K +$313 +1 +14%
AIM
669
Anchor Investment Management
South Carolina
$2.19K – – –
CFD
670
Creative Financial Designs
Indiana
$2.19K +$2.19K +7 New
TWC
671
TD Waterhouse Canada
Ontario, Canada
$1.88K – – –
CAC
672
Core Alternative Capital
Georgia
$1.88K – – –
CSWM
673
Cassady Schiller Wealth Management
Ohio
$1.88K +$1.88K +6 New
MAS
674
MPWM Advisory Solutions
Georgia
$1.88K +$1.88K +6 New
CA
675
CoreCap Advisors
Michigan
$1.57K -$2.82K -9 -64%
25 26
27
28 29