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Willis Towers Watson
WTW

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706 → 757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68% → 93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$101M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$81.8M
3
Polen Capital Management
Polen Capital Management
Florida
+$77.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$71M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$63.6M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$168M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
3
BG
Baupost Group
Massachusetts
-$101M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$79.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
701
Washington Trust
Rhode Island
$5.07K – – –
BLC
702
Brown, Lisle/Cummings
Rhode Island
$4.73K +$4.56K +14 New
SO
703
Sierra Ocean
California
$4.39K – – –
SIC
704
SJS Investment Consulting
Ohio
$4.06K – – –
SC
705
SouthState Corp
Florida
$4.06K +$3.91K +12 New
WA
706
Whipplewood Advisors
Colorado
$4.05K +$3.68M +11,285 +94,042%
AW
707
Avion Wealth
Texas
$4K – – –
PB
708
Pinnacle Bancorp
Nebraska
$3.38K – – –
SFCL
709
Strengthening Families & Communities LLC
Massachusetts
$3.38K – – –
DF
710
Dunhill Financial
United Kingdom
$3.11K -$1.96K -6 -40%
KFI
711
Key Financial Inc
Pennsylvania
$3.04K – – –
TF
712
Tompkins Financial
New York
$3.04K – – –
GFPC
713
Global Financial Private Client
Florida
$3.04K +$1.96K +6 +200%
AWM
714
Activest Wealth Management
Florida
$3.04K +$2.61K +8 +800%
PAM
715
Parvin Asset Management
South Dakota
$3.04K +$2.93K +9 New
GEA
716
Glen Eagle Advisors
New Jersey
$2.93K -$15.3K -47 -84%
HCM
717
Hollencrest Capital Management
California
$2.7K – – –
SWA
718
SOA Wealth Advisors
New York
$2.7K – – –
RJA
719
Ross\Johnson & Associates
Minnesota
$2.7K +$2.61K +8 New
AIM
720
Anchor Investment Management
South Carolina
$2.37K – – –
DWM
721
Dogwood Wealth Management
Kansas
$2.37K +$2.28K +7 New
EWA
722
EQ Wealth Advisors
Texas
$2.37K +$2.28K +7 New
FCAS
723
First Command Advisory Services
Texas
$2.37K +$2.28K +7 New
CWP
724
Clark Wealth Partners
Illinois
$2.03K – – –
CAC
725
Core Alternative Capital
Georgia
$2.03K – – –
27 28
29
30 31

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.