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Willis Towers Watson
WTW

Overview Fund Activity

748 hedge funds and large institutions have $31B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 276 reducing their positions, and 53 closing their positions.

Holders
748
Holders Change
+48
Holders Change %
+6.86%
% of All Funds
10.16%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
111
Increased
248
Reduced
276
Closed
53
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
NL
1
Nuveen LLC
North Carolina
$195M
2
Citadel Advisors
2
Citadel Advisors
Florida
$128M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$376M
4
Polen Capital Management
4
Polen Capital Management
Florida
$124M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.32B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$492M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.06B
4
BG
4
Baupost Group
Massachusetts
$516M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFS
776
Richardson Financial Services
Massachusetts
– – -121 Closed
GM
777
GeoWealth Management
Illinois
– – -115 Closed
AS
778
Altshuler Shaham
Israel
– – -65 Closed
CFGS
779
Concourse Financial Group Securities
Alabama
– – -64 Closed
NSIM
780
North Star Investment Management
Illinois
– – -63 Closed
VWM
781
Venturi Wealth Management
Texas
– – -43 Closed
ITIM
782
Indiana Trust & Investment Management
Indiana
– – -43 Closed
KBFS
783
Kohmann Bosshard Financial Services
Ohio
– – -35 Closed
SVCP
784
Silicon Valley Capital Partners
California
– – -34 Closed
AWM
785
Avior Wealth Management
Nebraska
– – -23 Closed
MA
786
MCF Advisors
Kentucky
– – -11 Closed
TH
787
TCTC Holdings
Texas
– – -9 Closed
SSB
788
Sandy Spring Bank
Maryland
– – -8 Closed
EBA
789
Eagle Bay Advisors
New York
– – -8 Closed
TPW
790
Talon Private Wealth
Florida
– – -5 Closed
CAS
791
Coppell Advisory Solutions
Texas
– – -5 Closed
DRP
792
Decker Retirement Planning
Utah
– – -4 Closed
RTC
793
Riverview Trust Company
Washington
– – -3 Closed
OSNBOA
794
Old Second National Bank of Aurora
Illinois
– – -3 Closed
S
795
Sachetta
Massachusetts
– – -3 Closed
FWM
796
FLP Wealth Management
Arkansas
– – -3 Closed
RCM
797
Raleigh Capital Management
North Carolina
– – -2 Closed
BFPW
798
BOK Financial Private Wealth
Colorado
– – -2 Closed
CWC
799
Carolinas Wealth Consulting
North Carolina
– – -2 Closed
SS
800
SBI Securities
Japan
– – -2 Closed
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32
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