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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$84.6M
3
Polen Capital Management
Polen Capital Management
Florida
+$80.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$174M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$132M
3
BG
Baupost Group
Massachusetts
-$105M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$82.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
701
Pinnacle Bancorp
Nebraska
$3.38K – – –
SFCL
702
Strengthening Families & Communities LLC
Massachusetts
$3.38K – – –
DF
703
Dunhill Financial
United Kingdom
$3.11K -$2.07K -6 -40%
TF
704
Tompkins Financial
New York
$3.04K – – –
KFI
705
Key Financial Inc
Pennsylvania
$3.04K – – –
GFPC
706
Global Financial Private Client
Florida
$3.04K +$2.03K +6 +200%
AWM
707
Activest Wealth Management
Florida
$3.04K +$2.7K +8 +800%
PAM
708
Parvin Asset Management
South Dakota
$3.04K +$3.04K +9 New
GEA
709
Glen Eagle Advisors
New Jersey
$2.93K -$15.3K -47 -84%
SWA
710
SOA Wealth Advisors
New York
$2.7K – – –
HCM
711
Hollencrest Capital Management
California
$2.7K – – –
RJA
712
Ross\Johnson & Associates
Minnesota
$2.7K +$2.7K +8 New
AIM
713
Anchor Investment Management
South Carolina
$2.37K – – –
DWM
714
Dogwood Wealth Management
Kansas
$2.37K +$2.37K +7 New
FCAS
715
First Command Advisory Services
Texas
$2.37K +$2.37K +7 New
EWA
716
EQ Wealth Advisors
Texas
$2.37K +$2.37K +7 New
MAS
717
MPWM Advisory Solutions
Georgia
$2.03K – – –
CAC
718
Core Alternative Capital
Georgia
$2.03K – – –
M
719
MOTCO
Texas
$2.03K +$2.03K +6 New
CA
720
CoreCap Advisors
Michigan
$1.69K – – –
CFB
721
Cullen/Frost Bankers
Texas
$1.36K -$5.8K -17 -81%
WPA
722
West Paces Advisors
Georgia
$1.35K +$1.35K +4 New
MSWA
723
Marshall & Sterling Wealth Advisors
New York
$1.35K +$1.35K +4 New
VWA
724
Valued Wealth Advisors
Utah
$1.02K – – –
PWMG
725
Prestige Wealth Management Group
New Jersey
$1.02K – – –
27 28
29
30 31