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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$86.9M -$5.6M -17,169 -6%
Barclays
52
Barclays
United Kingdom
$84.8M +$16.7M +51,265 +26%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$82.7M -$1.3M -3,983 -2%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$79.8M +$1.32M +4,064 +2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$79.4M +$6.1M +18,709 +9%
SSM
56
Sound Shore Management
Connecticut
$78M -$21.6M -66,412 -22%
CF
57
Canoe Financial
Alberta, Canada
$76.9M +$24.4M +74,758 +49%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$73M -$2.61M -8,000 -4%
Millennium Management
59
Millennium Management
New York
$70.9M -$12.9M -39,609 -16%
JP Morgan Chase
60
JP Morgan Chase
New York
$70M -$8.87M -27,219 -12%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$67.5M +$63.6M +195,145 +4,213%
CA
62
Cortland Associates
Missouri
$64.4M -$215K -661 -0.3%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$62.7M -$245K -752 -0.4%
PCM
64
Prana Capital Management
Connecticut
$62.2M +$8.32M +25,535 +16%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$62M +$2.75M +8,435 +5%
Capital Research Global Investors
66
Capital Research Global Investors
California
$61.7M -$79.4M -243,654 -57%
WP
67
Woodline Partners
California
$60.4M +$58.2M +178,694 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$59.6M +$7.16M +21,960 +14%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$57.3M +$25.5M +78,342 +86%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$55.4M +$2.83M +8,668 +6%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$54.8M -$740K -2,272 -1%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$51.6M +$17.7M +54,171 +55%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$49.1M -$778K -2,386 -2%
CAM
74
Cidel Asset Management
Ontario, Canada
$48.9M +$2.49M +7,642 +6%
National Pension Service
75
National Pension Service
South Korea
$48.8M +$267K +818 +0.6%

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.