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Willis Towers Watson

718 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 243 increasing their positions, 251 reducing their positions, and 76 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:

1.12% less ownership

Funds ownership: 94.99%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
718
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
SS
701
Sunbelt Securities
Texas
$1.04K
HWA
702
Heartwood Wealth Advisors
Virginia
$1.04K
DF
703
DecisionPoint Financial
Arizona
$1.03K
BFS
704
Bare Financial Services
Pennsylvania
$691
WBC
705
West Branch Capital
Massachusetts
$691
NL
706
NVWM LLC
Pennsylvania
$691
CFD
707
Creative Financial Designs
Indiana
$691
TCB
708
Texas Capital Bancshares
Texas
$691
SA
709
Seneschal Advisors
Washington
$691
CPG
710
Cornerstone Planning Group
New Jersey
$641
QWM
711
Quaker Wealth Management
New Jersey
$346
FPF
712
First Pacific Financial
Washington
$346
PWAM
713
Private Wealth Asset Management
Iowa
$345
SS
714
SBI Securities
Japan
$345
DWM
715
Dogwood Wealth Management
Kansas
$345
DCM
716
Davis Capital Management
Florida
$345
TPBG
717
Turning Point Benefit Group
Maryland
$344
YDMI
718
Y.D. More Investments
Israel
$82
Norges Bank
719
Norges Bank
Norway
UBS AM
720
UBS AM
Illinois
SC
721
Soundwatch Capital
Connecticut
PCM
722
Prana Capital Management
Connecticut
Qube Research & Technologies (QRT)
723
Qube Research & Technologies (QRT)
United Kingdom
Voloridge Investment Management
724
Voloridge Investment Management
Florida
SM
725
Sunriver Management
Connecticut