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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
776
J. Safra Sarasin Holding
-$295K -962 Closed
TC
777
TownSquare Capital
Utah
-$250K -816 Closed
MPM
778
MBB Public Markets
Illinois
-$236K -771 Closed
BAM
779
Blueshift Asset Management
New Jersey
-$234K -763 Closed
AC
780
ASB Consultores
Florida
-$220K -719 Closed
MAM
781
Martingale Asset Management
Massachusetts
-$216K -704 Closed
AAF
782
Andra AP-fonden
Sweden
-$201K -655 Closed
Walleye Capital
783
Walleye Capital
New York
-$186K -608 Closed
TSMHT
784
Thurston Springer Miller Herd & Titak
Indiana
-$85.2K -278 Closed
BCMLT
785
Beacon Capital Management LLC (Tennessee)
Tennessee
-$65.3K -213 Closed
MYIA
786
Mount Yale Investment Advisors
Colorado
-$38.6K -126 Closed
PSFG
787
Park Square Financial Group
Georgia
-$36.2K -118 Closed
GM
788
GeoWealth Management
Illinois
-$21.8K -71 Closed
NC
789
NewSquare Capital
Pennsylvania
-$15.3K -50 Closed
TPWA
790
Twin Peaks Wealth Advisors
California
-$15.1K -46 Closed
RAM
791
Riggs Asset Management
Pennsylvania
-$13.8K -45 Closed
WTC
792
WhitTier Trust Company
Nevada
-$11K -36 Closed
ACM
793
Aster Capital Management
United Arab Emirates
-$5.82K -19 Closed
MTIC
794
Missouri Trust & Investment Company
Missouri
-$3.98K -13 Closed
SO
795
Sierra Ocean
California
-$3.98K -13 Closed
WA
796
Whipplewood Advisors
Colorado
-$3.68K -12 Closed
EWA
797
EQ Wealth Advisors
Texas
-$2.15K -7 Closed
AWM
798
Atticus Wealth Management
Florida
-$1.23K -4 Closed
RS
799
Rakuten Securities
Japan
-$613 -2 Closed
LFA
800
LGT Financial Advisors
Texas
-$307 -1 Closed

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.