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Willis Towers Watson

716 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 112

15% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
676
Dogwood Wealth Management
Kansas
$1.45K
BWL
677
Bogart Wealth LLC
Virginia
$1.16K
GEA
678
Glen Eagle Advisors
New Jersey
$1.16K
ACA
679
American Capital Advisory
Idaho
$1.16K
NB
680
NBT Bank
New York
$1.16K
BH
681
Burk Holdings
Oklahoma
$1.16K
AFG
682
Albion Financial Group
Utah
$1.16K
CAL
683
Capital Analysts LLC
Pennsylvania
$1K
PWMG
684
Prestige Wealth Management Group
New Jersey
$875
VWA
685
Valued Wealth Advisors
Utah
$875
PWA
686
Physician Wealth Advisors
Utah
$873
DF
687
DecisionPoint Financial
Arizona
$873
CA
688
CoreCap Advisors
Michigan
$872
SEP
689
Signature Equity Partners
Ohio
$872
HIA
690
HFM Investment Advisors
New Jersey
$872
SS
691
Sunbelt Securities
Texas
$872
SFS
692
Sunrise Financial Services
Washington
$872
WA
693
WestEnd Advisors
North Carolina
$872
BFS
694
Bare Financial Services
Pennsylvania
$872
HNW
695
High Note Wealth
Minnesota
$872
CT
696
Colonial Trust
South Carolina
$869
SL
697
Salomon & Ludwin
Virginia
$866
SWP
698
Strategic Wealth Partners
Ohio
$745
AIM
699
Arcadia Investment Management
Michigan
$582
SA
700
Seneschal Advisors
Washington
$582