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Willis Towers Watson

713 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, 235 increasing their positions, 279 reducing their positions, and 113 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: $ → $

15% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 113

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
713
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
ACA
676
American Capital Advisory
Idaho
$1.16K
NB
677
NBT Bank
New York
$1.16K
AFG
678
Albion Financial Group
Utah
$1.16K
BH
679
Burk Holdings
Oklahoma
$1.16K
CAL
680
Capital Analysts LLC
Pennsylvania
$1K
PWMG
681
Prestige Wealth Management Group
New Jersey
$875
VWA
682
Valued Wealth Advisors
Utah
$875
PWA
683
Physician Wealth Advisors
Utah
$873
DF
684
DecisionPoint Financial
Arizona
$873
CA
685
CoreCap Advisors
Michigan
$872
SEP
686
Signature Equity Partners
Ohio
$872
HIA
687
HFM Investment Advisors
New Jersey
$872
SS
688
Sunbelt Securities
Texas
$872
WA
689
WestEnd Advisors
North Carolina
$872
SFS
690
Sunrise Financial Services
Washington
$872
BFS
691
Bare Financial Services
Pennsylvania
$872
HNW
692
High Note Wealth
Minnesota
$872
CT
693
Colonial Trust
South Carolina
$869
SL
694
Salomon & Ludwin
Virginia
$866
SWP
695
Strategic Wealth Partners
Ohio
$745
WBC
696
West Branch Capital
Massachusetts
$582
AIM
697
Arcadia Investment Management
Michigan
$582
SA
698
Seneschal Advisors
Washington
$582
QWM
699
Quaker Wealth Management
New Jersey
$582
CIAM
700
Caitong International Asset Management
Hong Kong
$581