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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
651
Millstone Evans Group
Colorado
$23.3K +$7.77K +23 +50%
IRC
652
Investors Research Corp
Georgia
$23.3K +$23.3K +69 New
PWMG
653
Private Wealth Management Group
New Jersey
$23K – – –
CAWM
654
Capital A Wealth Management
Pennsylvania
$22.6K – – –
GKIM
655
GW&K Investment Management
Massachusetts
$21K +$344 +1 +2%
C
656
Covestor
United Kingdom
$21K +$344 +1 +2%
BIA
657
Bell Investment Advisors
California
$19.6K – – –
RA
658
Rise Advisors
New York
$18.8K -$1.68K -5 -8%
JWA
659
JFS Wealth Advisors
Pennsylvania
$17.9K – – –
BGAI
660
Bruce G. Allen Investments
Colorado
$17.6K – – –
BCWM
661
Bartlett & Co Wealth Management
Ohio
$16.9K – – –
PMFA
662
Plante Moran Financial Advisors
Michigan
$16.9K -$4.39K -13 -21%
AT
663
Avalon Trust
New Mexico
$16.9K – – –
MCM
664
Manchester Capital Management
Vermont
$15.5K +$676 +2 +5%
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$15.4K – – –
DSC
666
Duncker Streett & Co
Missouri
$15.2K – – –
NC
667
NewSquare Capital
Pennsylvania
$13.9K +$10.8K +32 +356%
SCB
668
Saudi Central Bank
Saudi Arabia
$13.5K +$13.5K +40 New
NC
669
North Capital
Utah
$13.2K +$13.2K +39 New
CT
670
Clearstead Trust
Maine
$12.5K +$12.5K +37 New
WTC
671
WhitTier Trust Company
Nevada
$12.2K +$6.76K +20 +125%
MMCM
672
Murphy & Mullick Capital Management
New York
$10.8K – – –
CA
673
Continuum Advisory
Idaho
$9.8K -$5.75K -17 -37%
FWM
674
FSA Wealth Management
Massachusetts
$9.8K – – –
AP
675
Aspect Partners
Virginia
$9.46K -$338 -1 -3%
25 26
27
28 29