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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$77.2M +$767K +2,499 +0.9%
Squarepoint
52
Squarepoint
New York
$76.5M +$72M +234,547 +822%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$64.4M -$5.54M -18,064 -8%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$63.6M -$9.5M -30,952 -12%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.8M -$162M -527,903 -71%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$62.6M +$3.32M +10,821 +5%
VGA
57
Vanguard Global Advisers
Pennsylvania
$60.7M +$64.1M +208,771 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$59.6M +$1.1M +3,598 +2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$55.5M +$27.2M +88,659 +87%
CA
60
Cortland Associates
Missouri
$52.4M -$2.01M -6,535 -3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$50.5M -$889K -2,896 -2%
Citigroup
62
Citigroup
New York
$48.4M +$15M +49,041 +42%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$47.8M +$39.1M +127,554 +347%
VAM
64
Vanguard Asset Management
$47.2M +$49.8M +162,214 New
Raymond James Financial
65
Raymond James Financial
Florida
$45.8M +$4.54M +14,804 +10%
First Trust Advisors
66
First Trust Advisors
Illinois
$44.8M +$7.6M +24,758 +19%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$44.6M -$1.61M -5,262 -3%
National Pension Service
68
National Pension Service
South Korea
$43.1M -$3.26M -10,627 -7%
Diamond Hill Capital Management
69
Diamond Hill Capital Management
Ohio
$38.7M +$20.6M +67,199 +102%
PCM
70
Prana Capital Management
Connecticut
$35.7M +$37.6M +122,661 New
Korea Investment Corp
71
Korea Investment Corp
South Korea
$35.4M +$29.3M +95,580 +367%
ETC
72
Exchange Traded Concepts
Oklahoma
$35.2M +$18.5M +60,149 +99%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$34.9M +$16.5M +53,700 +81%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$34.3M +$4.6M +14,977 +15%
Principal Financial Group
75
Principal Financial Group
Iowa
$33M +$467K +1,523 +1%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.