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Willis Towers Watson
WTW

Overview Fund Activity

710 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, 271 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-38
Holders Change %
-5.08%
% of All Funds
9.52%
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
244
Reduced
271
Closed
103
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$392M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142M
4
Parnassus Investments
Parnassus Investments
California
+$105M
5
Bank of America
Bank of America
North Carolina
+$82.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$301M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$88.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
676
WPG Advisers
Maryland
$1.53K -$37.7K -123 -96%
BHWM
677
Bay Harbor Wealth Management
Maryland
$1.23K +$307 +1 +33%
CA
678
CoreCap Advisors
Michigan
$1.23K -$307 -1 -20%
TIM
679
Tortoise Investment Management
New York
$1.23K +$1.23K +4 New
GWSG
680
GPS Wealth Strategies Group
Colorado
$1.23K +$1.23K +4 New
AWM
681
Atticus Wealth Management
Florida
$1.23K +$1.23K +4 New
KG
682
Kilter Group
New York
$1.23K +$1.23K +4 New
VWA
683
Valued Wealth Advisors
Utah
$923 – – –
PWMG
684
Prestige Wealth Management Group
New Jersey
$923 – – –
DF
685
DecisionPoint Financial
Arizona
$923 +$923 +3 New
AWM
686
Activest Wealth Management
Florida
$920 -$1.84K -6 -67%
TCA
687
Trifecta Capital Advisors
Illinois
$920 – – –
BI
688
Binnacle Investments
Iowa
$920 – – –
WA
689
WestEnd Advisors
North Carolina
$920 – – –
LCM
690
Logan Capital Management
Pennsylvania
$920 – – –
NRG
691
Nemes Rush Group
Michigan
$920 – – –
RWM
692
Rialto Wealth Management
New York
$920 +$307 +1 +50%
PWA
693
Principia Wealth Advisory
Texas
$920 +$307 +1 +50%
HIA
694
HFM Investment Advisors
New Jersey
$920 +$307 +1 +50%
CIAS
695
CBIZ Investment Advisory Services
Ohio
$615 +$615 +2 New
CFD
696
Creative Financial Designs
Indiana
$613 – – –
PWM
697
Parkworth Wealth Management
California
$613 – – –
WBC
698
West Branch Capital
Massachusetts
$613 – – –
NL
699
NVWM LLC
Pennsylvania
$613 – – –
ACA
700
American Capital Advisory
Idaho
$613 +$307 +1 +100%
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