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Willis Towers Watson

717 hedge funds and large institutions have $27.2B invested in Willis Towers Watson in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
801
New Age Alpha Advisors
New York
-$19.4K -59 Closed
PSFG
802
Park Square Financial Group
Georgia
-$18.5K -59 Closed
CIA
803
Cape Investment Advisory
Georgia
-$17.7K -54 Closed
AWA
804
Acumen Wealth Advisors
Tennessee
-$15.5K -47 Closed
DSC
805
Duncker Streett & Co
Missouri
-$14.8K -45 Closed
SGK
806
Steigerwald Gordon & Koch
Virginia
-$8.87K -27 Closed
WETS
807
Wealth Enhancement Trust Services
South Dakota
-$8.54K -26 Closed
MA
808
MCF Advisors
Kentucky
-$7.26K -22 Closed
HHMI
809
Howard Hughes Medical Institute
Maryland
-$6.9K -21 Closed
IWM
810
IMG Wealth Management
Florida
-$5.92K -18 Closed
KBFS
811
Kohmann Bosshard Financial Services
Ohio
-$5.75K -18 Closed
LB
812
Legacy Bridge
Iowa
-$4.6K -14 Closed
BW
813
Bravera Wealth
North Dakota
-$3.94K -12 Closed
WWA
814
Wealth Watch Advisors
Colorado
-$3.62K -11 Closed
OC
815
Optima Capital
Oregon
-$3.29K -10 Closed
SFCL
816
Strengthening Families & Communities LLC
Massachusetts
-$3.29K -10 Closed
SIS
817
Sound Income Strategies
Florida
-$2.31K -7 Closed
CIAS
818
CBIZ Investment Advisory Services
Ohio
-$1.65K -5 Closed
PB
819
Prosperity Bancshares
Texas
-$1.31K -4 Closed
KFI
820
Key Financial Inc
Pennsylvania
-$986 -3 Closed
NL
821
NorthAvenue LLC
Ohio
-$658 -2 Closed
QA
822
Quattro Advisors
Pennsylvania
-$657 -2 Closed
TFA
823
Toth Financial Advisory
Virginia
-$658 -2 Closed
CCM
824
Chilton Capital Management
Texas
-$329 -1 Closed
EB
825
Eastern Bank
Massachusetts
-$329 -1 Closed

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.