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Willis Towers Watson
WTW

720 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, 246 increasing their positions, 275 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $117M | Put options by funds: $25.3M

1.34% more ownership

Funds ownership: 93.71% → 95.05% (+1.3%)

5% less funds holding

Funds holding: 757 → 720 (-37)

10% less capital invested

Capital invested by funds: $31.6B → $28.5B (-$3.04B)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
720
Holders Change
-37
Holders Change %
-4.89%
% of All Funds
9.48%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
246
Reduced
275
Closed
106
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.4M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$396M
2
SC
Soundwatch Capital
Connecticut
+$276M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$259M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$143M
5
Parnassus Investments
Parnassus Investments
California
+$106M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
3
Citadel Advisors
Citadel Advisors
Florida
-$89.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$76.8M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
676
Hollencrest Capital Management
California
$2.45K – – –
SIC
677
SJS Investment Consulting
Ohio
$2.15K -$1.55K -5 -42%
SC
678
SouthState Corp
Florida
$2.15K -$1.55K -5 -42%
AIM
679
Anchor Investment Management
South Carolina
$2.15K – – –
EWA
680
EQ Wealth Advisors
Texas
$2.15K – – –
FCAS
681
First Command Advisory Services
Texas
$2.15K – – –
M
682
MOTCO
Texas
$1.9K – – –
CWP
683
Clark Wealth Partners
Illinois
$1.84K – – –
CAC
684
Core Alternative Capital
Georgia
$1.84K – – –
NSG
685
Nalls Sherbakoff Group
Tennessee
$1.84K – – –
WA
686
WPG Advisers
Maryland
$1.53K -$38.1K -123 -96%
APW
687
Aventura Private Wealth
Florida
$1.53K +$1.55K +5 New
BHWM
688
Bay Harbor Wealth Management
Maryland
$1.23K +$310 +1 +33%
CA
689
CoreCap Advisors
Michigan
$1.23K -$310 -1 -20%
AWM
690
Atticus Wealth Management
Florida
$1.23K +$1.24K +4 New
GWSG
691
GPS Wealth Strategies Group
Colorado
$1.23K +$1.24K +4 New
KG
692
Kilter Group
New York
$1.23K +$1.24K +4 New
TIM
693
Tortoise Investment Management
New York
$1.23K +$1.24K +4 New
PWMG
694
Prestige Wealth Management Group
New Jersey
$923 – – –
VWA
695
Valued Wealth Advisors
Utah
$923 – – –
DF
696
DecisionPoint Financial
Arizona
$923 +$930 +3 New
AWM
697
Activest Wealth Management
Florida
$920 -$1.86K -6 -67%
BI
698
Binnacle Investments
Iowa
$920 – – –
LCM
699
Logan Capital Management
Pennsylvania
$920 – – –
NRG
700
Nemes Rush Group
Michigan
$920 – – –
26 27
28
29 30

WTW Hedge Fund Activity: Q2 2025 in Review

720 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2025, worth a combined $28.5B — down 9.6% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of WTW and 77 opened new positions — a net loss of 29 holders — while 275 trimmed existing stakes and 246 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $396M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $304M.

  • 720 institutional investors held Willis Towers Watson (WTW) as of Q2 2025, down from 757 in Q1 2025.
  • Funds reported $28.5B of Willis Towers Watson stock for Q2 2025, down 9.6% quarter-over-quarter.
  • 77 funds opened new Willis Towers Watson positions in Q2 2025 and 106 closed out, a net change of -29 holders.
  • The largest Willis Towers Watson buyer in Q2 2025 was Dodge & Cox, an estimated $396M added.
  • The largest Willis Towers Watson seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2025.