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Willis Towers Watson

712 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, 243 increasing their positions, 273 reducing their positions, and 105 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: 243 | 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: 105

Holders
712
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
ADL
651
Asset Dedication LLC
California
$5.52K
BFS
652
Bare Financial Services
Pennsylvania
$5.21K
HI
653
Harbour Investments
Wisconsin
$4.6K
TCOT
654
Trust Company of Toledo
Ohio
$4.6K
BLC
655
Brown, Lisle/Cummings
Rhode Island
$4.29K
HFS
656
Hughes Financial Services
Virginia
$4.23K
HWP
657
Highline Wealth Partners
California
$3.98K
SO
658
Sierra Ocean
California
$3.98K
MTIC
659
Missouri Trust & Investment Company
Missouri
$3.98K
WA
660
Whipplewood Advisors
Colorado
$3.68K
CT
661
Clearstead Trust
Maine
$3.68K
SFCL
662
Strengthening Families & Communities LLC
Massachusetts
$3.06K
PB
663
Pinnacle Bancorp
Nebraska
$3.06K
GBT
664
Grove Bank & Trust
Florida
$3.06K
TPW
665
Talon Private Wealth
Florida
$3.06K
DF
666
Dunhill Financial
United Kingdom
$2.79K
TF
667
Tompkins Financial
New York
$2.76K
KFI
668
Key Financial Inc
Pennsylvania
$2.76K
GEA
669
Glen Eagle Advisors
New Jersey
$2.65K
HCM
670
Hollencrest Capital Management
California
$2.45K
SIC
671
SJS Investment Consulting
Ohio
$2.15K
SC
672
SouthState Corp
Florida
$2.15K
FCAS
673
First Command Advisory Services
Texas
$2.15K
AIM
674
Anchor Investment Management
South Carolina
$2.15K
EWA
675
EQ Wealth Advisors
Texas
$2.15K