Willis Towers Watson
706 hedge funds and large institutions have $29.6B invested in Willis Towers Watson in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 253 increasing their positions, 236 reducing their positions, and 63 closing their positions.
75% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 63
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
7% more capital invested
Capital invested by funds: $27.5B → $29.6B (+$2.03B)
6% more funds holding
Funds holding: 669 → 706 (+37)
1.66% more ownership
Funds ownership: 92.03% → 93.68% (+1.7%)
7% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 236
8% less call options, than puts
Call options by funds: $29M | Put options by funds: $31.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$388M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$374M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$299M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$261M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$87.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$315M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$207M |
| 3 |
First Eagle Investment Management
New York
|
-$206M |
| 4 |
Bank of New York Mellon
New York
|
-$174M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$147M |
WTW Hedge Fund Activity: Q4 2024 in Review
706 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2024, worth a combined $29.6B — up 7.4% from $27.5B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new WTW positions and 63 closed out — a net gain of 47 holders — while 253 added to existing stakes and 236 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $388M. The largest seller was Massachusetts Financial Services, cutting an estimated $315M.
- 706 institutional investors held Willis Towers Watson (WTW) as of Q4 2024, up from 669 in Q3 2024.
- Funds reported $29.6B of Willis Towers Watson stock for Q4 2024, up 7.4% quarter-over-quarter.
- 110 funds opened new Willis Towers Watson positions in Q4 2024 and 63 closed out, a net change of +47 holders.
- The largest Willis Towers Watson buyer in Q4 2024 was Fidelity Investments, an estimated $388M added.
- The largest Willis Towers Watson seller in Q4 2024 was Massachusetts Financial Services, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2024.