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Willis Towers Watson

746 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 233 increasing their positions, 276 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 276

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
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
-$594K -1,721 Closed
Capstone Investment Advisors
777
Capstone Investment Advisors
New York
-$529K -1,530 Closed
CAL
778
Capital Analysts LLC
Pennsylvania
-$478K -1,385 Closed
TE
779
Tema ETFs
New York
-$462K -1,336 Closed
PFW
780
Petros Family Wealth
Minnesota
-$419K -1,214 Closed
SWGC
781
Summit Wealth Group (Colorado)
Colorado
-$248K -1,147 Closed
Hudson Bay Capital Management
782
Hudson Bay Capital Management
Connecticut
-$364K -1,055 Closed
RCA
783
Resonant Capital Advisors
Wisconsin
-$340K -982 Closed
QIM
784
Quantitative Investment Management
Virginia
-$285K -826 Closed
IIC
785
Integrated Investment Consultants
Michigan
-$264K -765 Closed
CFG
786
Chapman Financial Group
Hawaii
-$253K -731 Closed
PCS
787
Personal CFO Solutions
New Jersey
-$241K -697 Closed
PWG
788
Portside Wealth Group
Utah
-$231K -668 Closed
KF
789
Krilogy Financial
Missouri
-$214K -661 Closed
PW
790
PUREfi Wealth
Massachusetts
-$222K -642 Closed
HW
791
Hancock Whitney
Mississippi
-$210K -608 Closed
MNBTD
792
Moody National Bank Trust Division
Texas
-$210K -607 Closed
HA
793
Harbor Advisors
Florida
-$209K -605 Closed
CC
794
Carlson Capital
Texas
-$207K -600 Closed
MFGM
795
Marshall Financial Group (Maryland)
Maryland
-$201K -583 Closed
PS
796
Principal Securities
Iowa
-$90.1K -261 Closed
ANBT
797
American National Bank & Trust
Texas
-$69.1K -200 Closed
WANY
798
Wealthspire Advisors (New York)
New York
-$45.6K -132 Closed
Simplex Trading
799
Simplex Trading
Illinois
-$36K -106 Closed
IRC
800
Investors Research Corp
Georgia
-$32.5K -94 Closed