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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
651
Meeder Asset Management
Ohio
$9.53K +$327 +1 +4%
ST
652
Smithfield Trust
Pennsylvania
$9K
BWA
653
Basecamp Wealth Advisors
Washington
$8.89K +$8.84K +27 New
CT
654
Clearstead Trust
Maine
$8.87K -$2.62K -8 -23%
SGK
655
Steigerwald Gordon & Koch
Virginia
$8.87K +$8.84K +27 New
AWM
656
Abound Wealth Management
Tennessee
$8.55K
ACM
657
Anfield Capital Management
California
$8.54K
GWM
658
Geneos Wealth Management
Colorado
$8.54K
HI
659
Harbour Investments
Wisconsin
$8.54K +$1.96K +6 +30%
NRG
660
Nemes Rush Group
Michigan
$8.54K +$7.53K +23 +767%
WETS
661
Wealth Enhancement Trust Services
South Dakota
$8.54K +$8.51K +26 New
VEA
662
Virtus ETF Advisers
New York
$8.21K
SC
663
SouthState Corp
Florida
$7.89K +$5.57K +17 +243%
EWP
664
Elevation Wealth Partners
California
$7.56K +$5.57K +17 +283%
KAS
665
Kemnay Advisory Services
New York
$7.56K +$7.53K +23 New
MA
666
MCF Advisors
Kentucky
$7.26K +$3.6K +11 +100%
HHMI
667
Howard Hughes Medical Institute
Maryland
$6.9K
NWM
668
Nova Wealth Management
Florida
$6.9K
CT
669
Colonial Trust
South Carolina
$6.57K
AFC
670
Ares Financial Consulting
California
$6.32K +$6.22K +19 New
FMP
671
Financial Management Professionals
Texas
$6.26K
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$6.11K +$327 +1 +4%
AW
673
Avion Wealth
Texas
$6K -$2.29K -7 -26%
ADL
674
Asset Dedication LLC
California
$5.92K
IWM
675
IMG Wealth Management
Florida
$5.92K +$5.89K +18 New