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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

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

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
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
701
Seneschal Advisors
Washington
$582
WBC
702
West Branch Capital
Massachusetts
$582
QWM
703
Quaker Wealth Management
New Jersey
$582 +$307 +1 +100%
CIAM
704
Caitong International Asset Management
Hong Kong
$581 -$153K -500 -100%
CFD
705
Creative Financial Designs
Indiana
$581
NL
706
NVWM LLC
Pennsylvania
$581
IWS
707
Intentional Wealth Strategies
Colorado
$581 +$614 +2 New
MB
708
MidFirst Bank
Oklahoma
$581 +$614 +2 New
SIM
709
Synergy Investment Management
Florida
$581 +$614 +2 New
BCWM
710
Bartlett & Co Wealth Management
Ohio
$520 -$22.7K -74 -97%
SC
711
SouthState Corp
Florida
$291 -$7.06K -23 -96%
SS
712
SBI Securities
Japan
$291 -$1.84K -6 -86%
CW
713
Curio Wealth
Maryland
$291 +$307 +1 New
GIA
714
GHP Investment Advisors
Colorado
$291 +$307 +1 New
JWM
715
JPL Wealth Management
Colorado
$291 +$307 +1 New
TWM
716
TopTier Wealth Management
Wisconsin
$291 +$307 +1 New
YDMI
717
Y.D. More Investments
Israel
$56 -$2.46K -8 -12%
Norges Bank
718
Norges Bank
Norway
-$511M -1,555,541 Closed
ACP
719
Atalan Capital Partners
New York
-$110M -336,000 Closed
SSM
720
Sound Shore Management
Connecticut
-$74.3M -226,119 Closed
AT
721
Arbejdsmarkedets Tillaegspension
-$23.7M -72,183 Closed
RCM
722
Rivermont Capital Management
New York
-$21.8M -66,320 Closed
GIM
723
Generate Investment Management
New Zealand
-$9.57M -29,131 Closed
FAF
724
Första AP-fonden
Sweden
-$7.08M -21,540 Closed
FDP
725
Financiere des Professionnels
Quebec, Canada
-$6.91M -21,036 Closed

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.