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Willis Towers Watson

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, 249 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

9% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 275

1.52% less ownership

Funds ownership: 93.55%92.03% (-1.5%)

Holders
748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$169M
Puts
$98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
776
Richardson Financial Services
Massachusetts
GM
777
GeoWealth Management
Illinois
AS
778
Altshuler Shaham
Israel
CFGS
779
Concourse Financial Group Securities
Alabama
NSIM
780
North Star Investment Management
Illinois
ITIM
781
Indiana Trust & Investment Management
Indiana
VWM
782
Venturi Wealth Management
Texas
KBFS
783
Kohmann Bosshard Financial Services
Ohio
SVCP
784
Silicon Valley Capital Partners
California
AWM
785
Avior Wealth Management
Nebraska
MA
786
MCF Advisors
Kentucky
TH
787
TCTC Holdings
Texas
EBA
788
Eagle Bay Advisors
New York
SSB
789
Sandy Spring Bank
Maryland
TPW
790
Talon Private Wealth
Florida
CAS
791
Coppell Advisory Solutions
Texas
DRP
792
Decker Retirement Planning
Utah
OSNBOA
793
Old Second National Bank of Aurora
Illinois
FWM
794
FLP Wealth Management
Arkansas
S
795
Sachetta
Massachusetts
RTC
796
Riverview Trust Company
Washington
BFPW
797
BOK Financial Private Wealth
Colorado
CWC
798
Carolinas Wealth Consulting
North Carolina
SS
799
SBI Securities
Japan
RCM
800
Raleigh Capital Management
North Carolina