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Willis Towers Watson

712 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, 243 increasing their positions, 273 reducing their positions, and 105 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: 243 | 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: 105

Holders
712
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
M
676
MOTCO
Texas
$1.9K
CAC
677
Core Alternative Capital
Georgia
$1.84K
WA
678
WPG Advisers
Maryland
$1.53K
BHWM
679
Bay Harbor Wealth Management
Maryland
$1.23K
CA
680
CoreCap Advisors
Michigan
$1.23K
AWM
681
Atticus Wealth Management
Florida
$1.23K
GWSG
682
GPS Wealth Strategies Group
Colorado
$1.23K
KG
683
Kilter Group
New York
$1.23K
TIM
684
Tortoise Investment Management
New York
$1.23K
PWMG
685
Prestige Wealth Management Group
New Jersey
$923
VWA
686
Valued Wealth Advisors
Utah
$923
DF
687
DecisionPoint Financial
Arizona
$923
AWM
688
Activest Wealth Management
Florida
$920
LCM
689
Logan Capital Management
Pennsylvania
$920
TCA
690
Trifecta Capital Advisors
Illinois
$920
NRG
691
Nemes Rush Group
Michigan
$920
BI
692
Binnacle Investments
Iowa
$920
WA
693
WestEnd Advisors
North Carolina
$920
RWM
694
Rialto Wealth Management
New York
$920
HIA
695
HFM Investment Advisors
New Jersey
$920
PWA
696
Principia Wealth Advisory
Texas
$920
CIAS
697
CBIZ Investment Advisory Services
Ohio
$615
NL
698
NVWM LLC
Pennsylvania
$613
WBC
699
West Branch Capital
Massachusetts
$613
PWM
700
Parkworth Wealth Management
California
$613