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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
8.82%
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
WA
676
WPG Advisers
Maryland
$1.45K
DWM
677
Dogwood Wealth Management
Kansas
$1.45K +$1.53K +5 New
BWL
678
Bogart Wealth LLC
Virginia
$1.16K
GEA
679
Glen Eagle Advisors
New Jersey
$1.16K
ACA
680
American Capital Advisory
Idaho
$1.16K +$307 +1 +33%
AFG
681
Albion Financial Group
Utah
$1.16K +$1.23K +4 New
BH
682
Burk Holdings
Oklahoma
$1.16K +$1.23K +4 New
NB
683
NBT Bank
New York
$1.16K +$1.23K +4 New
CAL
684
Capital Analysts LLC
Pennsylvania
$1K +$1.23K +4 New
PWMG
685
Prestige Wealth Management Group
New Jersey
$875
VWA
686
Valued Wealth Advisors
Utah
$875
PWA
687
Physician Wealth Advisors
Utah
$873 -$1.23K -4 -57%
DF
688
DecisionPoint Financial
Arizona
$873
CA
689
CoreCap Advisors
Michigan
$872 -$1.23K -4 -57%
HIA
690
HFM Investment Advisors
New Jersey
$872 -$614 -2 -40%
SEP
691
Signature Equity Partners
Ohio
$872 -$614 -2 -40%
SS
692
Sunbelt Securities
Texas
$872
SFS
693
Sunrise Financial Services
Washington
$872
WA
694
WestEnd Advisors
North Carolina
$872
BFS
695
Bare Financial Services
Pennsylvania
$872 +$307 +1 +50%
HNW
696
High Note Wealth
Minnesota
$872 +$920 +3 New
CT
697
Colonial Trust
South Carolina
$869 -$5.22K -17 -85%
SL
698
Salomon & Ludwin
Virginia
$866 -$9.51K -31 -91%
SWP
699
Strategic Wealth Partners
Ohio
$745 +$920 +3 New
AIM
700
Arcadia Investment Management
Michigan
$582

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.