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Willis Towers Watson

738 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 232 increasing their positions, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 275

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

27% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $30.3M

Holders
738
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
776
Quantitative Investment Management
Virginia
IIC
777
Integrated Investment Consultants
Michigan
CFG
778
Chapman Financial Group
Hawaii
PCS
779
Personal CFO Solutions
New Jersey
PWG
780
Portside Wealth Group
Utah
KF
781
Krilogy Financial
Missouri
PW
782
PUREfi Wealth
Massachusetts
HW
783
Hancock Whitney
Mississippi
MNBTD
784
Moody National Bank Trust Division
Texas
HA
785
Harbor Advisors
Florida
CC
786
Carlson Capital
Texas
MFGM
787
Marshall Financial Group (Maryland)
Maryland
PS
788
Principal Securities
Iowa
ANBT
789
American National Bank & Trust
Texas
WANY
790
Wealthspire Advisors (New York)
New York
Simplex Trading
791
Simplex Trading
Illinois
IRC
792
Investors Research Corp
Georgia
AAS
793
Ameritas Advisory Services
Nebraska
ABWM
794
Alpine Bank Wealth Management
Colorado
RA
795
Rise Advisors
New York
AT
796
Avalon Trust
New Mexico
NC
797
North Capital
Utah
MFT
798
Moisand Fitzgerald Tamayo
Florida
JSAM
799
J. Safra Asset Management
New York
SIC
800
Salem Investment Counselors
North Carolina