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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
HHGA
751
Halbert Hargrove Global Advisors
California
$409 +$326 +1 New
ACA
752
American Capital Advisory
Idaho
$338 +$326 +1 New
BFS
753
Bare Financial Services
Pennsylvania
$338 +$326 +1 New
PWAM
754
Private Wealth Asset Management
Iowa
$338 +$326 +1 New
TFM
755
TFC Financial Management
Massachusetts
$338 +$326 +1 New
WCM
756
WealthTrak Capital Management
Virginia
$338 +$326 +1 New
YDMI
757
Y.D. More Investments
Israel
$130 +$5.54K +17 +13%
CVA
758
Ceredex Value Advisors
Florida
-$83.5M -266,418 Closed
CCMG
759
Clark Capital Management Group
Pennsylvania
-$70.7M -225,667 Closed
NIG
760
NFJ Investment Group
Texas
-$14.9M -47,691 Closed
GC
761
Gillson Capital
Illinois
-$13.7M -43,880 Closed
Hudson Bay Capital Management
762
Hudson Bay Capital Management
Connecticut
-$6.27M -20,005 Closed
HF
763
HRT Financial
New York
-$4.77M -15,222 Closed
PE
764
Point72 Europe
United Kingdom
-$3.23M -10,300 Closed
EMPI
765
Elo Mutual Pension Insurance
Finland
-$3.17M -10,120 Closed
PAS
766
Park Avenue Securities
New York
-$1.97M -6,273 Closed
FHB
767
First Hawaiian Bank
Hawaii
-$955K -3,050 Closed
BFG
768
Bleakley Financial Group
New Jersey
-$811K -2,589 Closed
LWAM
769
Legacy Wealth Asset Management
Minnesota
-$780K -2,490 Closed
Capstone Investment Advisors
770
Capstone Investment Advisors
New York
-$642K -2,050 Closed
BOTPPF
771
Board of the Pension Protection Fund
United Kingdom
-$626K -2,000 Closed
CCM
772
Causeway Capital Management
California
-$490K -1,563 Closed
CC
773
Centiva Capital
New York
-$326K -1,042 Closed
Cohen & Steers
774
Cohen & Steers
New York
-$320K -1,022 Closed
CAG
775
Csenge Advisory Group
Florida
-$306K -976 Closed

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.