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Willis Towers Watson

745 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, 275 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: $ → $

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

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
745
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
SWM
676
SHP Wealth Management
Massachusetts
$5.74K
AWM
677
Activest Wealth Management
Florida
$5.59K
WA
678
Westfuller Advisors
New York
$5.41K
SIC
679
SJS Investment Consulting
Ohio
$4.93K
LB
680
Legacy Bridge
Iowa
$4.6K
HFS
681
Hughes Financial Services
Virginia
$4.6K
BLC
682
Brown, Lisle/Cummings
Rhode Island
$4.6K
HWP
683
Highline Wealth Partners
California
$4.27K
CFM
684
Cornerstone Financial Management
Massachusetts
$4.27K
OAJ
685
Ogorek Anthony Joseph
New York
$4K
BHWM
686
Bay Harbor Wealth Management
Maryland
$3.95K
BW
687
Bravera Wealth
North Dakota
$3.94K
WWA
688
Wealth Watch Advisors
Colorado
$3.62K
DF
689
Dunhill Financial
United Kingdom
$3.39K
OC
690
Optima Capital
Oregon
$3.29K
SFCL
691
Strengthening Families & Communities LLC
Massachusetts
$3.29K
WAG
692
Wilkerson Advisory Group
Missouri
$3.29K
TWD
693
True Wealth Design
Ohio
$2.96K
TF
694
Tompkins Financial
New York
$2.96K
HCM
695
Hollencrest Capital Management
California
$2.63K
SIS
696
Sound Income Strategies
Florida
$2.31K
PWA
697
Physician Wealth Advisors
Utah
$2.3K
RWM
698
Rialto Wealth Management
New York
$2.3K
S
699
Sachetta
Massachusetts
$2.3K
CFG
700
Clayton Financial Group
Missouri
$2.3K