WTW icon

Willis Towers Watson

714 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
651
Salem Investment Counselors
North Carolina
$5.84K
FMP
652
Financial Management Professionals
Texas
$5.84K
ACM
653
Aster Capital Management
United Arab Emirates
$5.82K
ADL
654
Asset Dedication LLC
California
$5.52K
BFS
655
Bare Financial Services
Pennsylvania
$5.21K
HI
656
Harbour Investments
Wisconsin
$4.6K
TCOT
657
Trust Company of Toledo
Ohio
$4.6K
BLC
658
Brown, Lisle/Cummings
Rhode Island
$4.29K
HFS
659
Hughes Financial Services
Virginia
$4.23K
HWP
660
Highline Wealth Partners
California
$3.98K
SO
661
Sierra Ocean
California
$3.98K
MTIC
662
Missouri Trust & Investment Company
Missouri
$3.98K
WA
663
Whipplewood Advisors
Colorado
$3.68K
CT
664
Clearstead Trust
Maine
$3.68K
PB
665
Pinnacle Bancorp
Nebraska
$3.06K
SFCL
666
Strengthening Families & Communities LLC
Massachusetts
$3.06K
GBT
667
Grove Bank & Trust
Florida
$3.06K
TPW
668
Talon Private Wealth
Florida
$3.06K
DF
669
Dunhill Financial
United Kingdom
$2.79K
TF
670
Tompkins Financial
New York
$2.76K
KFI
671
Key Financial Inc
Pennsylvania
$2.76K
GEA
672
Glen Eagle Advisors
New Jersey
$2.65K
HCM
673
Hollencrest Capital Management
California
$2.45K
SC
674
SouthState Corp
Florida
$2.15K
SIC
675
SJS Investment Consulting
Ohio
$2.15K