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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
651
J. Safra Asset Management
New York
$6.91K +$6.48K +20 New
SIC
652
Salem Investment Counselors
North Carolina
$6.58K
FMP
653
Financial Management Professionals
Texas
$6.58K
ADL
654
Asset Dedication LLC
California
$6.22K
CCM
655
Cloud Capital Management
Washington
$6K +$5.83K +18 New
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$5.98K -$324 -1 -4%
WA
657
Westfuller Advisors
New York
$5.67K +$5.18K +16 New
BCWM
658
Bartlett & Co Wealth Management
Ohio
$5.54K -$11.3K -35 -69%
JWM
659
JPL Wealth Management
Colorado
$5.53K +$5.18K +16 New
WWA
660
Wealth Watch Advisors
Colorado
$5.18K +$4.86K +15 New
BLC
661
Brown, Lisle/Cummings
Rhode Island
$4.84K
HFS
662
Hughes Financial Services
Virginia
$4.82K +$648 +2 +15%
HWP
663
Highline Wealth Partners
California
$4.49K
KFI
664
Key Financial Inc
Pennsylvania
$4.13K +$972 +3 +33%
MA
665
MCF Advisors
Kentucky
$3.81K +$3.56K +11 New
TCOT
666
Trust Company of Toledo
Ohio
$3.8K -$1.29K -4 -27%
MAM
667
Marquette Asset Management
Minnesota
$3.8K +$3.56K +11 New
GBT
668
Grove Bank & Trust
Florida
$3.46K
PB
669
Pinnacle Bancorp
Nebraska
$3.46K
CA
670
CoreCap Advisors
Michigan
$3.46K +$1.94K +6 +150%
HHGA
671
Halbert Hargrove Global Advisors
California
$3.46K +$3.24K +10 New
SFCL
672
Strengthening Families & Communities LLC
Massachusetts
$3.45K
DF
673
Dunhill Financial
United Kingdom
$3.16K
TF
674
Tompkins Financial
New York
$3.11K
CJ
675
Caitlin John
Michigan
$3.11K +$2.92K +9 New

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.