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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

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: $ → $

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
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
IWC
776
Integrated Wealth Concepts
Massachusetts
Capstone Investment Advisors
777
Capstone Investment Advisors
New York
CAL
778
Capital Analysts LLC
Pennsylvania
TE
779
Tema ETFs
New York
PFW
780
Petros Family Wealth
Minnesota
SWGC
781
Summit Wealth Group (Colorado)
Colorado
Hudson Bay Capital Management
782
Hudson Bay Capital Management
Connecticut
RCA
783
Resonant Capital Advisors
Wisconsin
QIM
784
Quantitative Investment Management
Virginia
IIC
785
Integrated Investment Consultants
Michigan
CFG
786
Chapman Financial Group
Hawaii
PCS
787
Personal CFO Solutions
New Jersey
PWG
788
Portside Wealth Group
Utah
KF
789
Krilogy Financial
Missouri
PW
790
PUREfi Wealth
Massachusetts
HW
791
Hancock Whitney
Mississippi
MNBTD
792
Moody National Bank Trust Division
Texas
HA
793
Harbor Advisors
Florida
CC
794
Carlson Capital
Texas
MFGM
795
Marshall Financial Group (Maryland)
Maryland
PS
796
Principal Securities
Iowa
ANBT
797
American National Bank & Trust
Texas
WANY
798
Wealthspire Advisors (New York)
New York
Simplex Trading
799
Simplex Trading
Illinois
IRC
800
Investors Research Corp
Georgia