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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
OAM
751
Oppenheimer Asset Management
New York
-$432K -1,316 Closed
SOW
752
State of Wyoming
Wyoming
-$422K -1,284 Closed
SMA
753
Sage Mountain Advisors
Georgia
-$421K -1,281 Closed
FFM
754
Forum Financial Management
Illinois
-$393K -1,197 Closed
PAG
755
Private Advisor Group
New Jersey
-$369K -1,123 Closed
PMAM
756
Picton Mahoney Asset Management
Ontario, Canada
-$363K -1,104 Closed
EFG
757
Everhart Financial Group
Ohio
-$348K -1,060 Closed
AC
758
AlphaCore Capital
California
-$342K -1,040 Closed
MGWA
759
Monument Group Wealth Advisors
Massachusetts
-$340K -1,034 Closed
JSW
760
Journey Strategic Wealth
New Jersey
-$334K -1,017 Closed
FC
761
Farringdon Capital
United Kingdom
-$330K -1,004 Closed
PCM
762
Prelude Capital Management
New York
-$319K -970 Closed
EPW
763
Evolve Private Wealth
California
-$315K -957 Closed
GAM
764
Groupama Asset Management
France
-$308K -937 Closed
CFM
765
Catalyst Funds Management
Australia
-$302K -920 Closed
CIM
766
Confluence Investment Management
Missouri
-$299K -911 Closed
NW
767
NewEdge Wealth
Pennsylvania
-$297K -903 Closed
MWM
768
Maridea Wealth Management
New York
-$275K -838 Closed
GWMR
769
GC Wealth Management RIA
Massachusetts
-$274K -835 Closed
ACA
770
Aptus Capital Advisors
Alabama
-$270K -822 Closed
IIM
771
Intact Investment Management
Quebec, Canada
-$263K -800 Closed
LAM
772
Longboard Asset Management
Arizona
-$257K -782 Closed
NAM
773
NorthCrest Asset Manangement
Minnesota
-$253K -755 Closed
BAM
774
Blueshift Asset Management
New Jersey
-$246K -750 Closed
ERIC
775
Eagle Rock Investment Company
Georgia
-$246K -750 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.