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Willis Towers Watson

720 hedge funds and large institutions have $28.5B invested in Willis Towers Watson in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $117M | Put options by funds: $25.3M

1.34% more ownership

Funds ownership: 93.71%95.05% (+1.3%)

5% less funds holding

Funds holding: 757720 (-37)

10% less capital invested

Capital invested by funds: $31.6B → $28.5B (-$3.04B)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

27% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 106

Holders
720
Holders Change
-37
Holders Change %
-4.89%
% of All Funds
9.48%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
77
Increased
246
Reduced
275
Closed
106
Calls
$117M
Puts
$25.3M
Net Calls
+$91.7M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
701
Trifecta Capital Advisors
Illinois
$920
WA
702
WestEnd Advisors
North Carolina
$920
HIA
703
HFM Investment Advisors
New Jersey
$920 +$310 +1 +50%
PWA
704
Principia Wealth Advisory
Texas
$920 +$310 +1 +50%
RWM
705
Rialto Wealth Management
New York
$920 +$310 +1 +50%
CIAS
706
CBIZ Investment Advisory Services
Ohio
$615 +$620 +2 New
CFD
707
Creative Financial Designs
Indiana
$613
NL
708
NVWM LLC
Pennsylvania
$613
PWM
709
Parkworth Wealth Management
California
$613
WBC
710
West Branch Capital
Massachusetts
$613
ACA
711
American Capital Advisory
Idaho
$613 +$310 +1 +100%
QWM
712
Quaker Wealth Management
New Jersey
$613 +$620 +2 New
RS
713
Rakuten Securities
Japan
$613 +$620 +2 New
SWA
714
SOA Wealth Advisors
New York
$307 -$2.17K -7 -88%
PWAM
715
Private Wealth Asset Management
Iowa
$307
LFA
716
LGT Financial Advisors
Texas
$307 +$310 +1 New
SS
717
SBI Securities
Japan
$307 +$310 +1 New
SC
718
Stephens Consulting
Michigan
$307 +$310 +1 New
CIAM
719
Caitong International Asset Management
Hong Kong
$306 -$213K -686 -100%
YDMI
720
Y.D. More Investments
Israel
$84 -$15.5K -50 -35%
Adage Capital Partners
721
Adage Capital Partners
Massachusetts
-$73M -216,088 Closed
Capital Research Global Investors
722
Capital Research Global Investors
California
-$61.7M -182,572 Closed
WP
723
Woodline Partners
California
-$60.4M -178,694 Closed
Alyeska Investment Group
724
Alyeska Investment Group
Illinois
-$42.8M -126,781 Closed
WorldQuant Millennium Advisors
725
WorldQuant Millennium Advisors
New York
-$42.6M -126,097 Closed

WTW Hedge Fund Activity: Q2 2025 in Review

720 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2025, worth a combined $28.5B — down 9.6% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of WTW and 77 opened new positions — a net loss of 29 holders — while 275 trimmed existing stakes and 246 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $396M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $304M.

  • 720 institutional investors held Willis Towers Watson (WTW) as of Q2 2025, down from 757 in Q1 2025.
  • Funds reported $28.5B of Willis Towers Watson stock for Q2 2025, down 9.6% quarter-over-quarter.
  • 77 funds opened new Willis Towers Watson positions in Q2 2025 and 106 closed out, a net change of -29 holders.
  • The largest Willis Towers Watson buyer in Q2 2025 was Dodge & Cox, an estimated $396M added.
  • The largest Willis Towers Watson seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2025.