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Willis Towers Watson

716 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 112

15% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
751
Oppenheimer Asset Management
New York
SOW
752
State of Wyoming
Wyoming
SMA
753
Sage Mountain Advisors
Georgia
FFM
754
Forum Financial Management
Illinois
PAG
755
Private Advisor Group
New Jersey
PMAM
756
Picton Mahoney Asset Management
Ontario, Canada
EFG
757
Everhart Financial Group
Ohio
AC
758
AlphaCore Capital
California
MGWA
759
Monument Group Wealth Advisors
Massachusetts
JSW
760
Journey Strategic Wealth
New Jersey
FC
761
Farringdon Capital
United Kingdom
PCM
762
Prelude Capital Management
New York
EPW
763
Evolve Private Wealth
California
GAM
764
Groupama Asset Management
France
CFM
765
Catalyst Funds Management
Australia
CIM
766
Confluence Investment Management
Missouri
NW
767
NewEdge Wealth
Pennsylvania
MWM
768
Maridea Wealth Management
New York
GWMR
769
GC Wealth Management RIA
Massachusetts
ACA
770
Aptus Capital Advisors
Alabama
IIM
771
Intact Investment Management
Quebec, Canada
LAM
772
Longboard Asset Management
Arizona
NAM
773
NorthCrest Asset Manangement
Minnesota
ERIC
774
Eagle Rock Investment Company
Georgia
BAM
775
Blueshift Asset Management
New Jersey