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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
676
North Capital
Utah
$13.2K +$12.7K +39 New
CT
677
Clearstead Trust
Maine
$12.5K +$12.1K +37 New
WTC
678
WhitTier Trust Company
Nevada
$12.2K +$6.52K +20 +125%
MMCM
679
Murphy & Mullick Capital Management
New York
$10.8K
CA
680
Continuum Advisory
Idaho
$9.8K -$5.54K -17 -37%
FWM
681
FSA Wealth Management
Massachusetts
$9.8K
AP
682
Aspect Partners
Virginia
$9.46K -$326 -1 -3%
FFO
683
Fortitude Family Office
Arizona
$9.13K
ST
684
Smithfield Trust
Pennsylvania
$9K
AWM
685
Abound Wealth Management
Tennessee
$8.79K -$1.63K -5 -16%
ACM
686
Anfield Capital Management
California
$8.79K -$8.47K -26 -50%
EB
687
Eastern Bank
Massachusetts
$8.45K +$8.15K +25 New
WT
688
Whittier Trust
California
$8.11K
OAJ
689
Ogorek Anthony Joseph
New York
$8K +$8.47K +26 New
CTWM
690
Cherry Tree Wealth Management
Minnesota
$7.77K +$7.5K +23 New
MFT
691
Moisand Fitzgerald Tamayo
Florida
$7.1K
CT
692
Colonial Trust
South Carolina
$6.76K -$16K -49 -71%
DPW
693
DiNuzzo Private Wealth
Pennsylvania
$6.47K
SIC
694
Salem Investment Counselors
North Carolina
$6.44K +$6.19K +19 New
FMP
695
Financial Management Professionals
Texas
$6.42K -$652 -2 -10%
QC
696
Quent Capital
New York
$6.13K
HWP
697
Highline Wealth Partners
California
$5.75K +$1.3K +4 +31%
NCM
698
Northwest Capital Management
Oregon
$5.41K
HI
699
Harbour Investments
Wisconsin
$5.41K +$326 +1 +7%
HFS
700
Hughes Financial Services
Virginia
$5.39K +$5.21K +16 New

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.