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Willis Towers Watson

724 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 244 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.09% less ownership

Funds ownership: 94.98%93.9% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Bay Harbor Wealth Management
Maryland
$2.76K
SC
677
SouthState Corp
Florida
$2.42K
SIC
678
SJS Investment Consulting
Ohio
$2.42K
AIM
679
Anchor Investment Management
South Carolina
$2.42K
FCAS
680
First Command Advisory Services
Texas
$2.42K
TIM
681
Tortoise Investment Management
New York
$2.42K
BWL
682
Bogart Wealth LLC
Virginia
$2.42K
CAC
683
Core Alternative Capital
Georgia
$2.07K
RWM
684
Rialto Wealth Management
New York
$2.07K
PAM
685
Palisade Asset Management
Minnesota
$2.07K
EWP
686
Elevation Wealth Partners
California
$2.07K
CWP
687
Clark Wealth Partners
Illinois
$1.97K
CIAS
688
CBIZ Investment Advisory Services
Ohio
$1.73K
WSFS
689
Wilmington Savings Fund Society
Delaware
$1.73K
APW
690
Aventura Private Wealth
Florida
$1.73K
WA
691
WPG Advisers
Maryland
$1.73K
HIA
692
HFM Investment Advisors
New Jersey
$1.73K
EFMH
693
E Fund Management (HK)
Hong Kong
$1.73K
KG
694
Kilter Group
New York
$1.38K
GWSG
695
GPS Wealth Strategies Group
Colorado
$1.38K
AFG
696
Albion Financial Group
Utah
$1.38K
PWMG
697
Prestige Wealth Management Group
New Jersey
$1.04K
VWA
698
Valued Wealth Advisors
Utah
$1.04K
TCA
699
Trifecta Capital Advisors
Illinois
$1.04K
ACA
700
American Capital Advisory
Idaho
$1.04K