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Willis Towers Watson

734 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 229 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 229 | 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
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
676
Cornerstone Financial Management
Massachusetts
$4.27K
OAJ
677
Ogorek Anthony Joseph
New York
$4K
BHWM
678
Bay Harbor Wealth Management
Maryland
$3.95K
WWA
679
Wealth Watch Advisors
Colorado
$3.62K
DF
680
Dunhill Financial
United Kingdom
$3.39K
OC
681
Optima Capital
Oregon
$3.29K
SFCL
682
Strengthening Families & Communities LLC
Massachusetts
$3.29K
WAG
683
Wilkerson Advisory Group
Missouri
$3.29K
TWD
684
True Wealth Design
Ohio
$2.96K
TF
685
Tompkins Financial
New York
$2.96K
CIAM
686
Caitong International Asset Management
Hong Kong
$2.63K
HCM
687
Hollencrest Capital Management
California
$2.63K
SIS
688
Sound Income Strategies
Florida
$2.31K
PWA
689
Physician Wealth Advisors
Utah
$2.3K
RWM
690
Rialto Wealth Management
New York
$2.3K
S
691
Sachetta
Massachusetts
$2.3K
CFG
692
Clayton Financial Group
Missouri
$2.3K
CA
693
CoreCap Advisors
Michigan
$2.3K
AIM
694
Anchor Investment Management
South Carolina
$2.3K
FCAS
695
First Command Advisory Services
Texas
$2.3K
SS
696
SBI Securities
Japan
$2.3K
CWP
697
Clark Wealth Partners
Illinois
$1.97K
CIAS
698
CBIZ Investment Advisory Services
Ohio
$1.65K
SEP
699
Signature Equity Partners
Ohio
$1.65K
TWC
700
TD Waterhouse Canada
Ontario, Canada
$1.64K