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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
HCM
776
Howard Capital Management
Georgia
-$244K -744 Closed
SFWC
777
Strategic Family Wealth Counselors
New Jersey
-$235K -731 Closed
CA
778
Commerzbank Aktiengesellschaft
Germany
-$236K -718 Closed
PCA
779
Pallas Capital Advisors
Massachusetts
-$233K -709 Closed
MWM
780
Modera Wealth Management
New Jersey
-$230K -699 Closed
FMI
781
Frec Markets Inc
California
-$227K -691 Closed
CIM
782
Cambria Investment Management
California
-$223K -678 Closed
BC
783
Bayforest Capital
United Kingdom
-$218K -663 Closed
WAS
784
Westco Advisory Services
New York
-$217K -661 Closed
ACA
785
Anchor Capital Advisors
Massachusetts
-$217K -660 Closed
JIC
786
Joel Isaacson & Co
New York
-$216K -657 Closed
CAG
787
Crestwood Advisors Group
Massachusetts
-$211K -641 Closed
PP
788
PDS Planning
Ohio
-$209K -637 Closed
CFP
789
Catalyst Financial Partners
Massachusetts
-$209K -636 Closed
QWM
790
Quadcap Wealth Management
Texas
-$209K -636 Closed
DWM
791
Drive Wealth Management
Utah
-$206K -626 Closed
PL
792
Perpetual Ltd
Australia
-$204K -621 Closed
ACM
793
Aster Capital Management
United Arab Emirates
-$169K -515 Closed
DZ Bank
794
DZ Bank
Germany
-$141K -428 Closed
SIM
795
Sentry Investment Management
Wisconsin
-$72K -218 Closed
QT
796
Quantbot Technologies
New York
-$64.1K -195 Closed
M
797
MOTCO
Texas
-$38.1K -116 Closed
EW
798
Elyxium Wealth
California
-$36.1K -110 Closed
FAMI
799
Fideuram Asset Management (Ireland)
-$27.8K -89 Closed
SWA
800
SOA Wealth Advisors
New York
-$24K -73 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.