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Willis Towers Watson

713 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, 235 increasing their positions, 279 reducing their positions, and 113 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: $ → $

15% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 113

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
713
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
SMA
751
Sage Mountain Advisors
Georgia
FFM
752
Forum Financial Management
Illinois
PAG
753
Private Advisor Group
New Jersey
PMAM
754
Picton Mahoney Asset Management
Ontario, Canada
EFG
755
Everhart Financial Group
Ohio
AC
756
AlphaCore Capital
California
MGWA
757
Monument Group Wealth Advisors
Massachusetts
JSW
758
Journey Strategic Wealth
New Jersey
FC
759
Farringdon Capital
United Kingdom
PCM
760
Prelude Capital Management
New York
EPW
761
Evolve Private Wealth
California
GAM
762
Groupama Asset Management
France
CFM
763
Catalyst Funds Management
Australia
CIM
764
Confluence Investment Management
Missouri
NW
765
NewEdge Wealth
Pennsylvania
MWM
766
Maridea Wealth Management
New York
GWMR
767
GC Wealth Management RIA
Massachusetts
ACA
768
Aptus Capital Advisors
Alabama
IIM
769
Intact Investment Management
Quebec, Canada
LAM
770
Longboard Asset Management
Arizona
NAM
771
NorthCrest Asset Manangement
Minnesota
BAM
772
Blueshift Asset Management
New Jersey
ERIC
773
Eagle Rock Investment Company
Georgia
HCM
774
Howard Capital Management
Georgia
SFWC
775
Strategic Family Wealth Counselors
New Jersey