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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
651
True Wealth Design
Ohio
$30.1K +$1.96K +6 +7%
NAAA
652
New Age Alpha Advisors
New York
$29.1K +$1.63K +5 +6%
WSFS
653
Wilmington Savings Fund Society
Delaware
$28.7K -$978 -3 -3%
CPG
654
Cornerstone Planning Group
New Jersey
$27.7K +$24.4K +75 +750%
WF
655
Wayfinding Financial
Washington
$25K +$24.4K +75 New
MAM
656
Meeder Asset Management
Ohio
$23.7K +$10.8K +33 +89%
CFO
657
CVA Family Office
Colorado
$23.3K +$2.93K +9 +15%
MEG
658
Millstone Evans Group
Colorado
$23.3K +$7.5K +23 +50%
IRC
659
Investors Research Corp
Georgia
$23.3K +$22.5K +69 New
PWMG
660
Private Wealth Management Group
New Jersey
$23K
CAWM
661
Capital A Wealth Management
Pennsylvania
$22.6K
C
662
Covestor
United Kingdom
$21K +$326 +1 +2%
GKIM
663
GW&K Investment Management
Massachusetts
$21K +$326 +1 +2%
BIA
664
Bell Investment Advisors
California
$19.6K
RA
665
Rise Advisors
New York
$18.8K -$1.63K -5 -8%
JWA
666
JFS Wealth Advisors
Pennsylvania
$17.9K
BGAI
667
Bruce G. Allen Investments
Colorado
$17.6K
BCWM
668
Bartlett & Co Wealth Management
Ohio
$16.9K
PMFA
669
Plante Moran Financial Advisors
Michigan
$16.9K -$4.24K -13 -21%
AT
670
Avalon Trust
New Mexico
$16.9K
MCM
671
Manchester Capital Management
Vermont
$15.5K +$652 +2 +5%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$15.4K
DSC
673
Duncker Streett & Co
Missouri
$15.2K
NC
674
NewSquare Capital
Pennsylvania
$13.9K +$10.4K +32 +356%
SCB
675
Saudi Central Bank
Saudi Arabia
$13.5K +$13K +40 New

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.