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Willis Towers Watson

714 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 250 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.06% less ownership

Funds ownership: 94.93%93.87% (-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
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
676
Bogart Wealth LLC
Virginia
$2.42K
CAC
677
Core Alternative Capital
Georgia
$2.07K
RWM
678
Rialto Wealth Management
New York
$2.07K
PAM
679
Palisade Asset Management
Minnesota
$2.07K
EWP
680
Elevation Wealth Partners
California
$2.07K
CIAS
681
CBIZ Investment Advisory Services
Ohio
$1.73K
WSFS
682
Wilmington Savings Fund Society
Delaware
$1.73K
WA
683
WPG Advisers
Maryland
$1.73K
HIA
684
HFM Investment Advisors
New Jersey
$1.73K
EFMH
685
E Fund Management (HK)
Hong Kong
$1.73K
GWSG
686
GPS Wealth Strategies Group
Colorado
$1.38K
AFG
687
Albion Financial Group
Utah
$1.38K
PWMG
688
Prestige Wealth Management Group
New Jersey
$1.04K
VWA
689
Valued Wealth Advisors
Utah
$1.04K
TCA
690
Trifecta Capital Advisors
Illinois
$1.04K
ACA
691
American Capital Advisory
Idaho
$1.04K
PG
692
Proffitt & Goodson
Tennessee
$1.04K
WA
693
WestEnd Advisors
North Carolina
$1.04K
BI
694
Binnacle Investments
Iowa
$1.04K
LCM
695
Logan Capital Management
Pennsylvania
$1.04K
NRG
696
Nemes Rush Group
Michigan
$1.04K
SS
697
Sunbelt Securities
Texas
$1.04K
HWA
698
Heartwood Wealth Advisors
Virginia
$1.04K
DF
699
DecisionPoint Financial
Arizona
$1.03K
BFS
700
Bare Financial Services
Pennsylvania
$691