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Willis Towers Watson
WTW

Overview Fund Activity

710 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, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
651
Harbour Investments
Wisconsin
$4.6K -$307 -1 -6%
TCOT
652
Trust Company of Toledo
Ohio
$4.6K +$4.6K +15 New
BLC
653
Brown, Lisle/Cummings
Rhode Island
$4.29K – – –
HFS
654
Hughes Financial Services
Virginia
$4.23K -$977 -3 -19%
HWP
655
Highline Wealth Partners
California
$3.99K -$1.23K -4 -24%
SO
656
Sierra Ocean
California
$3.99K – – –
MTIC
657
Missouri Trust & Investment Company
Missouri
$3.99K +$3.99K +13 New
WA
658
Whipplewood Advisors
Colorado
$3.68K -$3.46M -11,285 -100%
CT
659
Clearstead Trust
Maine
$3.68K -$7.66K -25 -68%
PB
660
Pinnacle Bancorp
Nebraska
$3.07K – – –
SFCL
661
Strengthening Families & Communities LLC
Massachusetts
$3.07K – – –
TPW
662
Talon Private Wealth
Florida
$3.07K +$3.07K +10 New
GBT
663
Grove Bank & Trust
Florida
$3.07K +$3.07K +10 New
DF
664
Dunhill Financial
United Kingdom
$2.79K – – –
TF
665
Tompkins Financial
New York
$2.76K – – –
KFI
666
Key Financial Inc
Pennsylvania
$2.76K – – –
GEA
667
Glen Eagle Advisors
New Jersey
$2.65K – – –
HCM
668
Hollencrest Capital Management
California
$2.45K – – –
SC
669
SouthState Corp
Florida
$2.15K -$1.53K -5 -42%
SIC
670
SJS Investment Consulting
Ohio
$2.15K -$1.53K -5 -42%
AIM
671
Anchor Investment Management
South Carolina
$2.15K – – –
FCAS
672
First Command Advisory Services
Texas
$2.15K – – –
EWA
673
EQ Wealth Advisors
Texas
$2.15K – – –
M
674
MOTCO
Texas
$1.9K – – –
CAC
675
Core Alternative Capital
Georgia
$1.84K – – –
25 26
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