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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
701
Valued Wealth Advisors
Utah
$1.04K
TCA
702
Trifecta Capital Advisors
Illinois
$1.04K
ACA
703
American Capital Advisory
Idaho
$1.04K +$324 +1 +50%
PG
704
Proffitt & Goodson
Tennessee
$1.04K +$972 +3 New
BI
705
Binnacle Investments
Iowa
$1.04K
LCM
706
Logan Capital Management
Pennsylvania
$1.04K
NRG
707
Nemes Rush Group
Michigan
$1.04K
PWA
708
Principia Wealth Advisory
Texas
$1.04K
WA
709
WestEnd Advisors
North Carolina
$1.04K
HWA
710
Heartwood Wealth Advisors
Virginia
$1.04K +$972 +3 New
SS
711
Sunbelt Securities
Texas
$1.04K +$972 +3 New
DF
712
DecisionPoint Financial
Arizona
$1.03K
BFS
713
Bare Financial Services
Pennsylvania
$691 -$4.86K -15 -88%
CFD
714
Creative Financial Designs
Indiana
$691
NL
715
NVWM LLC
Pennsylvania
$691
WBC
716
West Branch Capital
Massachusetts
$691
SA
717
Seneschal Advisors
Washington
$691 +$648 +2 New
TCB
718
Texas Capital Bancshares
Texas
$691 +$648 +2 New
CPG
719
Cornerstone Planning Group
New Jersey
$641 +$28.2K +87 +99%
QWM
720
Quaker Wealth Management
New Jersey
$346 -$324 -1 -50%
FPF
721
First Pacific Financial
Washington
$346 +$324 +1 New
PWAM
722
Private Wealth Asset Management
Iowa
$345
SS
723
SBI Securities
Japan
$345
DCM
724
Davis Capital Management
Florida
$345 +$324 +1 New
DWM
725
Dogwood Wealth Management
Kansas
$345 +$324 +1 New

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.