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Willis Towers Watson

727 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, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-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
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$86.6M +$342K +1,055 +0.4%
SSM
52
Sound Shore Management
Connecticut
$85.5M -$3.1M -9,577 -4%
SEI Investments
53
SEI Investments
Pennsylvania
$81.5M +$3.53M +10,908 +5%
Polen Capital Management
54
Polen Capital Management
Florida
$75.9M -$30.5M -94,291 -30%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$73.6M +$68M +209,930 +6,645%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$73M -$9.31M -28,760 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.9M -$73M -225,522 -53%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$68M +$1.12M +3,454 +2%
CA
59
Cortland Associates
Missouri
$65.7M -$126K -390 -0.2%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$64.4M -$7.88M -24,319 -12%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$63.1M -$133K -410 -0.2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$63.1M -$31.6M -97,522 -35%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$62.1M +$4.07M +12,575 +8%
Raymond James Financial
64
Raymond James Financial
Florida
$60.6M +$19.2M +59,242 +51%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$56.2M -$89.4K -276 -0.2%
Macquarie Group
66
Macquarie Group
Australia
$54.3M +$26.7M +82,380 +98%
National Pension Service
67
National Pension Service
South Korea
$51.7M +$1.35M +4,166 +3%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$49.1M -$4.41M -13,603 -9%
Renaissance Technologies
69
Renaissance Technologies
New York
$48.6M -$55.4M -170,937 -55%
Citigroup
70
Citigroup
New York
$48.3M +$11.8M +36,350 +35%
CAM
71
Cidel Asset Management
Ontario, Canada
$46.9M +$3.24K +10 +0%
AQR Capital Management
72
AQR Capital Management
Connecticut
$45.9M -$23.3M -71,842 -35%
Canada Life
73
Canada Life
Manitoba, Canada
$45.6M -$1.24M -3,838 -3%
First Trust Advisors
74
First Trust Advisors
Illinois
$43.5M +$36M +111,173 +751%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43.2M

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.