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Willis Towers Watson

734 hedge funds and large institutions have $30.9B invested in Willis Towers Watson in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 229 increasing their positions, 276 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: $ → $

17% less repeat investments, than reductions

Existing positions increased: 229 | 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
734
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
PWG
776
Portside Wealth Group
Utah
KF
777
Krilogy Financial
Missouri
PW
778
PUREfi Wealth
Massachusetts
HW
779
Hancock Whitney
Mississippi
MNBTD
780
Moody National Bank Trust Division
Texas
HA
781
Harbor Advisors
Florida
CC
782
Carlson Capital
Texas
MFGM
783
Marshall Financial Group (Maryland)
Maryland
PS
784
Principal Securities
Iowa
ANBT
785
American National Bank & Trust
Texas
WANY
786
Wealthspire Advisors (New York)
New York
Simplex Trading
787
Simplex Trading
Illinois
IRC
788
Investors Research Corp
Georgia
AAS
789
Ameritas Advisory Services
Nebraska
ABWM
790
Alpine Bank Wealth Management
Colorado
RA
791
Rise Advisors
New York
AT
792
Avalon Trust
New Mexico
NC
793
North Capital
Utah
MFT
794
Moisand Fitzgerald Tamayo
Florida
JSAM
795
J. Safra Asset Management
New York
SIC
796
Salem Investment Counselors
North Carolina
CCM
797
Cloud Capital Management
Washington
JWM
798
JPL Wealth Management
Colorado
TCOT
799
Trust Company of Toledo
Ohio
MAM
800
Marquette Asset Management
Minnesota