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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
SLAM
726
Swiss Life Asset Management
-$5.72M -17,416 Closed
HPM
727
Heights Point Management
New York
-$4.82M -14,676 Closed
BFM
728
Boothbay Fund Management
New York
-$4.62M -14,071 Closed
ERSOT
729
Employees Retirement System of Texas
Texas
-$3.12M -9,505 Closed
IGAM
730
iA Global Asset Management
Quebec, Canada
-$2.35M -7,147 Closed
DAS
731
Dynamic Advisor Solutions
Arizona
-$2.21M -6,713 Closed
TFA
732
Teamwork Financial Advisors
Texas
-$2.07M -6,293 Closed
KRS
733
Kentucky Retirement Systems
Kentucky
-$2.02M -6,141 Closed
LIP
734
Lighthouse Investment Partners
Florida
-$1.78M -5,402 Closed
Verition Fund Management
735
Verition Fund Management
Connecticut
-$1.19M -3,611 Closed
SM
736
Sciencast Management
New Jersey
-$1.13M -3,442 Closed
Walleye Trading
737
Walleye Trading
New York
-$1.04M -3,405 Closed
WI
738
WBI Investments
New Jersey
-$996K -3,032 Closed
4WM
739
44 Wealth Management
Oregon
-$966K -2,939 Closed
HFM
740
Harvest Fund Management
China
-$928K -2,915 Closed
AAP
741
Arax Advisory Partners
Colorado
-$746K -2,269 Closed
LAI
742
Legal Advantage Investments
California
-$662K -2,015 Closed
AIM
743
Achmea Investment Management
Netherlands
-$611K -1,859 Closed
HAG
744
HighPoint Advisor Group
Illinois
-$504K -1,535 Closed
BC
745
Burney Company
Virginia
-$503K -1,531 Closed
SCA
746
Snowden Capital Advisors
New York
-$494K -1,499 Closed
AFW
747
Avantra Family Wealth
Pennsylvania
-$488K -1,484 Closed
MFS
748
Mirabella Financial Services
United Kingdom
-$486K -1,479 Closed
MC
749
Machina Capital
France
-$465K -1,415 Closed
OF
750
Optimize Financial
California
-$455K -1,384 Closed

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.