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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
S
701
Sachetta
Massachusetts
$2.3K +$2.29K +7 New
CA
702
CoreCap Advisors
Michigan
$2.3K -$982 -3 -30%
AIM
703
Anchor Investment Management
South Carolina
$2.3K
FCAS
704
First Command Advisory Services
Texas
$2.3K
SS
705
SBI Securities
Japan
$2.3K +$1.96K +6 +600%
CWP
706
Clark Wealth Partners
Illinois
$1.97K
NSG
707
Nalls Sherbakoff Group
Tennessee
$1.97K
CIAS
708
CBIZ Investment Advisory Services
Ohio
$1.65K
SEP
709
Signature Equity Partners
Ohio
$1.65K +$1.64K +5 New
TWC
710
TD Waterhouse Canada
Ontario, Canada
$1.64K -$703K -2,146 -100%
APW
711
Aventura Private Wealth
Florida
$1.64K
HIA
712
HFM Investment Advisors
New Jersey
$1.64K
WSFS
713
Wilmington Savings Fund Society
Delaware
$1.64K
WA
714
WPG Advisers
Maryland
$1.64K
KG
715
Kilter Group
New York
$1.64K +$327 +1 +25%
PWA
716
Principia Wealth Advisory
Texas
$1.64K +$655 +2 +67%
1CP
717
1015 Capital Partners
Pennsylvania
$1.64K +$1.64K +5 New
EFMH
718
E Fund Management (HK)
Hong Kong
$1.58K
GEA
719
Glen Eagle Advisors
New Jersey
$1.31K -$1.64K -5 -56%
BWL
720
Bogart Wealth LLC
Virginia
$1.31K -$982 -3 -43%
PB
721
Prosperity Bancshares
Texas
$1.31K +$1.31K +4 New
PWMG
722
Prestige Wealth Management Group
New Jersey
$989
VWA
723
Valued Wealth Advisors
Utah
$989
KFI
724
Key Financial Inc
Pennsylvania
$986 -$2.95K -9 -75%
ACA
725
American Capital Advisory
Idaho
$986