WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

700 hedge funds and large institutions have $29.5B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 249 increasing their positions, 236 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+35
Holders Change %
+5.26%
% of All Funds
9.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
108
Increased
249
Reduced
236
Closed
63
Calls
$29M
Puts
$31.5M
Net Calls
-$2.44M
Net Calls Change
-$53.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$381M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$305M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$266M
5
Invesco
Invesco
Georgia
+$89.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$322M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$211M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
5
Citadel Advisors
Citadel Advisors
Florida
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
676
Talon Private Wealth
Florida
$1.57K – – –
CAS
677
Coppell Advisory Solutions
Texas
$1.57K +$1.57K +5 New
DRP
678
Decker Retirement Planning
Utah
$1.25K +$1.25K +4 New
FWM
679
FLP Wealth Management
Arkansas
$981 +$981 +3 New
VWA
680
Valued Wealth Advisors
Utah
$943 -$943 -3 -50%
PWMG
681
Prestige Wealth Management Group
New Jersey
$943 – – –
TCA
682
Trifecta Capital Advisors
Illinois
$940 – – –
RTC
683
Riverview Trust Company
Washington
$940 – – –
S
684
Sachetta
Massachusetts
$940 +$940 +3 New
LCM
685
Logan Capital Management
Pennsylvania
$940 +$940 +3 New
OSNBOA
686
Old Second National Bank of Aurora
Illinois
$940 +$940 +3 New
GFPC
687
Global Financial Private Client
Florida
$940 +$940 +3 New
CWC
688
Carolinas Wealth Consulting
North Carolina
$629 – – –
BFPW
689
BOK Financial Private Wealth
Colorado
$629 +$629 +2 New
WBC
690
West Branch Capital
Massachusetts
$627 – – –
RCM
691
Raleigh Capital Management
North Carolina
$626 – – –
NL
692
NVWM LLC
Pennsylvania
$626 – – –
PWM
693
Parkworth Wealth Management
California
$626 +$626 +2 New
PWA
694
Principia Wealth Advisory
Texas
$626 +$626 +2 New
SS
695
SBI Securities
Japan
$626 +$626 +2 New
WA
696
WestEnd Advisors
North Carolina
$313 – – –
AWM
697
Activest Wealth Management
Florida
$313 +$313 +1 New
RFG
698
REAP Financial Group
Texas
$157 +$157 +1 New
YDMI
699
Y.D. More Investments
Israel
$108 +$59 +69 +121%
Point72 Asset Management
700
Point72 Asset Management
Connecticut
– -$74.7M -253,604 Closed
26 27
28
29 30