WTW icon

Willis Towers Watson

738 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 232 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: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | 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
738
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
CWP
701
Clark Wealth Partners
Illinois
$1.97K
CIAS
702
CBIZ Investment Advisory Services
Ohio
$1.65K
SEP
703
Signature Equity Partners
Ohio
$1.65K
TWC
704
TD Waterhouse Canada
Ontario, Canada
$1.64K
WA
705
WPG Advisers
Maryland
$1.64K
WSFS
706
Wilmington Savings Fund Society
Delaware
$1.64K
HIA
707
HFM Investment Advisors
New Jersey
$1.64K
APW
708
Aventura Private Wealth
Florida
$1.64K
KG
709
Kilter Group
New York
$1.64K
PWA
710
Principia Wealth Advisory
Texas
$1.64K
EFMH
711
E Fund Management (HK)
Hong Kong
$1.58K
GEA
712
Glen Eagle Advisors
New Jersey
$1.31K
BWL
713
Bogart Wealth LLC
Virginia
$1.31K
PB
714
Prosperity Bancshares
Texas
$1.31K
PWMG
715
Prestige Wealth Management Group
New Jersey
$989
VWA
716
Valued Wealth Advisors
Utah
$989
KFI
717
Key Financial Inc
Pennsylvania
$986
DF
718
DecisionPoint Financial
Arizona
$986
WA
719
WestEnd Advisors
North Carolina
$986
ACA
720
American Capital Advisory
Idaho
$986
SS
721
Sunbelt Securities
Texas
$986
SFS
722
Sunrise Financial Services
Washington
$986
SA
723
Seneschal Advisors
Washington
$658
WBC
724
West Branch Capital
Massachusetts
$658
TFA
725
Toth Financial Advisory
Virginia
$658