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Willis Towers Watson

725 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, 244 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.09% less ownership

Funds ownership: 94.97%93.88% (-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
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.5M
Puts
$41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
701
American Capital Advisory
Idaho
$1.04K
PG
702
Proffitt & Goodson
Tennessee
$1.04K
LCM
703
Logan Capital Management
Pennsylvania
$1.04K
NRG
704
Nemes Rush Group
Michigan
$1.04K
WA
705
WestEnd Advisors
North Carolina
$1.04K
PWA
706
Principia Wealth Advisory
Texas
$1.04K
BI
707
Binnacle Investments
Iowa
$1.04K
HWA
708
Heartwood Wealth Advisors
Virginia
$1.04K
SS
709
Sunbelt Securities
Texas
$1.04K
DF
710
DecisionPoint Financial
Arizona
$1.03K
BFS
711
Bare Financial Services
Pennsylvania
$691
WBC
712
West Branch Capital
Massachusetts
$691
NL
713
NVWM LLC
Pennsylvania
$691
CFD
714
Creative Financial Designs
Indiana
$691
TCB
715
Texas Capital Bancshares
Texas
$691
SA
716
Seneschal Advisors
Washington
$691
CPG
717
Cornerstone Planning Group
New Jersey
$641
QWM
718
Quaker Wealth Management
New Jersey
$346
FPF
719
First Pacific Financial
Washington
$346
PWAM
720
Private Wealth Asset Management
Iowa
$345
SS
721
SBI Securities
Japan
$345
DCM
722
Davis Capital Management
Florida
$345
DWM
723
Dogwood Wealth Management
Kansas
$345
TPBG
724
Turning Point Benefit Group
Maryland
$344
YDMI
725
Y.D. More Investments
Israel
$82