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Willis Towers Watson

714 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 273 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 273

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
714
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$25.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
676
First Command Advisory Services
Texas
$2.15K
EWA
677
EQ Wealth Advisors
Texas
$2.15K
AIM
678
Anchor Investment Management
South Carolina
$2.15K
M
679
MOTCO
Texas
$1.9K
CAC
680
Core Alternative Capital
Georgia
$1.84K
WA
681
WPG Advisers
Maryland
$1.53K
BHWM
682
Bay Harbor Wealth Management
Maryland
$1.23K
CA
683
CoreCap Advisors
Michigan
$1.23K
KG
684
Kilter Group
New York
$1.23K
TIM
685
Tortoise Investment Management
New York
$1.23K
GWSG
686
GPS Wealth Strategies Group
Colorado
$1.23K
AWM
687
Atticus Wealth Management
Florida
$1.23K
VWA
688
Valued Wealth Advisors
Utah
$923
PWMG
689
Prestige Wealth Management Group
New Jersey
$923
DF
690
DecisionPoint Financial
Arizona
$923
AWM
691
Activest Wealth Management
Florida
$920
TCA
692
Trifecta Capital Advisors
Illinois
$920
LCM
693
Logan Capital Management
Pennsylvania
$920
WA
694
WestEnd Advisors
North Carolina
$920
NRG
695
Nemes Rush Group
Michigan
$920
BI
696
Binnacle Investments
Iowa
$920
RWM
697
Rialto Wealth Management
New York
$920
HIA
698
HFM Investment Advisors
New Jersey
$920
PWA
699
Principia Wealth Advisory
Texas
$920
CIAS
700
CBIZ Investment Advisory Services
Ohio
$615