We are live on ! Find out more
WTW icon

Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
676
Kohmann Bosshard Financial Services
Ohio
$5.75K +$5.89K +18 New
SWM
677
SHP Wealth Management
Massachusetts
$5.74K +$5.57K +17 New
AWM
678
Activest Wealth Management
Florida
$5.59K -$982 -3 -15%
WA
679
Westfuller Advisors
New York
$5.41K
SIC
680
SJS Investment Consulting
Ohio
$4.93K +$2.62K +8 +114%
LB
681
Legacy Bridge
Iowa
$4.6K +$4.58K +14 New
HFS
682
Hughes Financial Services
Virginia
$4.6K -$327 -1 -7%
BLC
683
Brown, Lisle/Cummings
Rhode Island
$4.6K
HWP
684
Highline Wealth Partners
California
$4.27K
CFM
685
Cornerstone Financial Management
Massachusetts
$4.27K +$4.26K +13 New
OAJ
686
Ogorek Anthony Joseph
New York
$4K -$2.95K -9 -41%
BHWM
687
Bay Harbor Wealth Management
Maryland
$3.95K +$1.31K +4 +50%
BW
688
Bravera Wealth
North Dakota
$3.94K +$3.93K +12 New
WWA
689
Wealth Watch Advisors
Colorado
$3.62K -$1.31K -4 -27%
DF
690
Dunhill Financial
United Kingdom
$3.39K +$327 +1 +11%
OC
691
Optima Capital
Oregon
$3.29K +$3.27K +10 New
SFCL
692
Strengthening Families & Communities LLC
Massachusetts
$3.29K
WAG
693
Wilkerson Advisory Group
Missouri
$3.29K +$3.27K +10 New
TWD
694
True Wealth Design
Ohio
$2.96K -$5.57K -17 -65%
TF
695
Tompkins Financial
New York
$2.96K
HCM
696
Hollencrest Capital Management
California
$2.63K
SIS
697
Sound Income Strategies
Florida
$2.31K +$2.29K +7 New
PWA
698
Physician Wealth Advisors
Utah
$2.3K -$11.5K -35 -83%
RWM
699
Rialto Wealth Management
New York
$2.3K +$327 +1 +17%
CFG
700
Clayton Financial Group
Missouri
$2.3K +$2.29K +7 New