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Willis Towers Watson

745 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, 275 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

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
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$30.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
776
Capstone Investment Advisors
New York
CAL
777
Capital Analysts LLC
Pennsylvania
TE
778
Tema ETFs
New York
PFW
779
Petros Family Wealth
Minnesota
SWGC
780
Summit Wealth Group (Colorado)
Colorado
Hudson Bay Capital Management
781
Hudson Bay Capital Management
Connecticut
RCA
782
Resonant Capital Advisors
Wisconsin
QIM
783
Quantitative Investment Management
Virginia
IIC
784
Integrated Investment Consultants
Michigan
CFG
785
Chapman Financial Group
Hawaii
PCS
786
Personal CFO Solutions
New Jersey
PWG
787
Portside Wealth Group
Utah
KF
788
Krilogy Financial
Missouri
PW
789
PUREfi Wealth
Massachusetts
HW
790
Hancock Whitney
Mississippi
MNBTD
791
Moody National Bank Trust Division
Texas
HA
792
Harbor Advisors
Florida
CC
793
Carlson Capital
Texas
MFGM
794
Marshall Financial Group (Maryland)
Maryland
PS
795
Principal Securities
Iowa
ANBT
796
American National Bank & Trust
Texas
WANY
797
Wealthspire Advisors (New York)
New York
Simplex Trading
798
Simplex Trading
Illinois
IRC
799
Investors Research Corp
Georgia
AAS
800
Ameritas Advisory Services
Nebraska