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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
WPG Advisers
Maryland
$1.45K
DWM
677
Dogwood Wealth Management
Kansas
$1.45K
BWL
678
Bogart Wealth LLC
Virginia
$1.16K
GEA
679
Glen Eagle Advisors
New Jersey
$1.16K
ACA
680
American Capital Advisory
Idaho
$1.16K
AFG
681
Albion Financial Group
Utah
$1.16K
BH
682
Burk Holdings
Oklahoma
$1.16K
NB
683
NBT Bank
New York
$1.16K
CAL
684
Capital Analysts LLC
Pennsylvania
$1K
PWMG
685
Prestige Wealth Management Group
New Jersey
$875
VWA
686
Valued Wealth Advisors
Utah
$875
PWA
687
Physician Wealth Advisors
Utah
$873
DF
688
DecisionPoint Financial
Arizona
$873
CA
689
CoreCap Advisors
Michigan
$872
HIA
690
HFM Investment Advisors
New Jersey
$872
SEP
691
Signature Equity Partners
Ohio
$872
SS
692
Sunbelt Securities
Texas
$872
SFS
693
Sunrise Financial Services
Washington
$872
WA
694
WestEnd Advisors
North Carolina
$872
BFS
695
Bare Financial Services
Pennsylvania
$872
HNW
696
High Note Wealth
Minnesota
$872
CT
697
Colonial Trust
South Carolina
$869
SL
698
Salomon & Ludwin
Virginia
$866
SWP
699
Strategic Wealth Partners
Ohio
$745
AIM
700
Arcadia Investment Management
Michigan
$582