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Willis Towers Watson
WTW

727 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, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720 → 727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05% → 93.96% (-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: 15 → 13 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$762M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$313M
3
Harris Associates
Harris Associates
Illinois
+$165M
4
TI
Tidal Investments
Wisconsin
+$70M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$334M
2
BlackRock
BlackRock
New York
-$147M
3
PCM
Prana Capital Management
Connecticut
-$100M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$97.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$79.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
676
Glen Eagle Advisors
New Jersey
$2.99K – – –
HCM
677
Hollencrest Capital Management
California
$2.76K – – –
BHWM
678
Bay Harbor Wealth Management
Maryland
$2.76K +$1.29K +4 +100%
SIC
679
SJS Investment Consulting
Ohio
$2.42K – – –
SC
680
SouthState Corp
Florida
$2.42K – – –
AIM
681
Anchor Investment Management
South Carolina
$2.42K – – –
FCAS
682
First Command Advisory Services
Texas
$2.42K – – –
TIM
683
Tortoise Investment Management
New York
$2.42K +$972 +3 +75%
BWL
684
Bogart Wealth LLC
Virginia
$2.42K +$2.27K +7 New
CAC
685
Core Alternative Capital
Georgia
$2.07K – – –
NSG
686
Nalls Sherbakoff Group
Tennessee
$2.07K – – –
RWM
687
Rialto Wealth Management
New York
$2.07K +$972 +3 +100%
EWP
688
Elevation Wealth Partners
California
$2.07K +$1.94K +6 New
PAM
689
Palisade Asset Management
Minnesota
$2.07K +$1.94K +6 New
CWP
690
Clark Wealth Partners
Illinois
$1.97K – – –
CIAS
691
CBIZ Investment Advisory Services
Ohio
$1.73K +$972 +3 +150%
WSFS
692
Wilmington Savings Fund Society
Delaware
$1.73K -$97.8K -302 -98%
APW
693
Aventura Private Wealth
Florida
$1.73K – – –
WA
694
WPG Advisers
Maryland
$1.73K – – –
HIA
695
HFM Investment Advisors
New Jersey
$1.73K +$648 +2 +67%
EFMH
696
E Fund Management (HK)
Hong Kong
$1.73K +$1.62K +5 New
GWSG
697
GPS Wealth Strategies Group
Colorado
$1.38K – – –
KG
698
Kilter Group
New York
$1.38K – – –
AFG
699
Albion Financial Group
Utah
$1.38K +$1.29K +4 New
PWMG
700
Prestige Wealth Management Group
New Jersey
$1.04K – – –
26 27
28
29 30

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.