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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
651
Raleigh Capital Management
North Carolina
$3.78K +$3.99K +13 New
AWM
652
Activest Wealth Management
Florida
$3.49K -$1.53K -5 -29%
WA
653
Whipplewood Advisors
Colorado
$3.49K +$3.68K +12 New
PUI
654
Purpose Unlimited Inc
$3.2K -$8.59K -28 -72%
AW
655
Avion Wealth
Texas
$3K -$2.46K -8 -40%
OAJ
656
Ogorek Anthony Joseph
New York
$3K -$307 -1 -8%
TWC
657
TD Waterhouse Canada
Ontario, Canada
$2.87K +$1.53K +5 +100%
S
658
Sachetta
Massachusetts
$2.62K +$614 +2 +29%
KG
659
Kilter Group
New York
$2.62K +$1.23K +4 +80%
TF
660
Tompkins Financial
New York
$2.62K
CWP
661
Clark Wealth Partners
Illinois
$2.33K +$614 +2 +33%
HCM
662
Hollencrest Capital Management
California
$2.33K
AIM
663
Anchor Investment Management
South Carolina
$2.04K
CFG
664
Clayton Financial Group
Missouri
$2.04K
FCAS
665
First Command Advisory Services
Texas
$2.04K
NSIM
666
North Star Investment Management
Illinois
$2.04K +$1.53K +5 +250%
BWM
667
Benson Wealth Management
Tennessee
$2.04K +$2.15K +7 New
RWM
668
Rialto Wealth Management
New York
$1.75K -$307 -1 -14%
WAG
669
Wilkerson Advisory Group
Missouri
$1.74K -$1.23K -4 -40%
VWM
670
Vermillion Wealth Management
Minnesota
$1.74K +$1.84K +6 New
HFS
671
Hughes Financial Services
Virginia
$1.45K -$2.76K -9 -64%
1CP
672
1015 Capital Partners
Pennsylvania
$1.45K
APW
673
Aventura Private Wealth
Florida
$1.45K
EFMH
674
E Fund Management (HK)
Hong Kong
$1.45K
WSFS
675
Wilmington Savings Fund Society
Delaware
$1.45K