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Willis Towers Watson

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68%93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
776
DRW Securities
Illinois
-$297K -948 Closed
AWS
777
Atria Wealth Solutions
New York
-$263K -840 Closed
HCM
778
Howard Capital Management
Georgia
-$202K -646 Closed
CM
779
Crestline Management
Texas
-$202K -645 Closed
DWT
780
Dorsey & Whitney Trust
South Dakota
-$201K -642 Closed
TSWM
781
Triangle Securities Wealth Management
North Carolina
-$200K -640 Closed
TFA
782
Transamerica Financial Advisors
Florida
-$178K -567 Closed
LDB
783
Lee, Danner & Bass
Tennessee
-$114K -365 Closed
RFS
784
Richardson Financial Services
Massachusetts
-$37.9K -121 Closed
GM
785
GeoWealth Management
Illinois
-$36K -115 Closed
AS
786
Altshuler Shaham
Israel
-$20.4K -65 Closed
CFGS
787
Concourse Financial Group Securities
Alabama
-$20.5K -64 Closed
NSIM
788
North Star Investment Management
Illinois
-$19.7K -63 Closed
ITIM
789
Indiana Trust & Investment Management
Indiana
-$13.5K -43 Closed
VWM
790
Venturi Wealth Management
Texas
-$13.5K -43 Closed
KBFS
791
Kohmann Bosshard Financial Services
Ohio
-$11K -35 Closed
SVCP
792
Silicon Valley Capital Partners
California
-$10.6K -34 Closed
AWM
793
Avior Wealth Management
Nebraska
-$7.2K -23 Closed
MA
794
MCF Advisors
Kentucky
-$3.45K -11 Closed
TH
795
TCTC Holdings
Texas
-$2.82K -9 Closed
EBA
796
Eagle Bay Advisors
New York
-$2.51K -8 Closed
SSB
797
Sandy Spring Bank
Maryland
-$2.51K -8 Closed
CAS
798
Coppell Advisory Solutions
Texas
-$1.57K -5 Closed
TPW
799
Talon Private Wealth
Florida
-$1.57K -5 Closed
DRP
800
Decker Retirement Planning
Utah
-$1.25K -4 Closed

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.