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Willis Towers Watson
WTW

757 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 252 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

73% more call options, than puts

Call options by funds: $169M | Put options by funds: $98M

7% more funds holding

Funds holding: 706 → 757 (+51)

7% more capital invested

Capital invested by funds: $29.6B → $31.6B (+$2B)

0.03% more ownership

Funds ownership: 93.68% → 93.71% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

10% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 279

Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
111
Increased
252
Reduced
279
Closed
52
Calls
$169M
Puts
$98M
Net Calls
+$71.2M
Net Calls Change
+$73.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$101M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$81.8M
3
Polen Capital Management
Polen Capital Management
Florida
+$77.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$71M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$63.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$168M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
3
BG
Baupost Group
Massachusetts
-$101M
4
CVA
Ceredex Value Advisors
Florida
-$83.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$79.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
FLP Wealth Management
Arkansas
– -$981 -3 Closed
OSNBOA
802
Old Second National Bank of Aurora
Illinois
– -$940 -3 Closed
RTC
803
Riverview Trust Company
Washington
– -$940 -3 Closed
S
804
Sachetta
Massachusetts
– -$940 -3 Closed
BFPW
805
BOK Financial Private Wealth
Colorado
– -$629 -2 Closed
CWC
806
Carolinas Wealth Consulting
North Carolina
– -$629 -2 Closed
RCM
807
Raleigh Capital Management
North Carolina
– -$626 -2 Closed
SS
808
SBI Securities
Japan
– -$626 -2 Closed
RFG
809
REAP Financial Group
Texas
– -$157 -1 Closed
29 30 31 32
33

WTW Hedge Fund Activity: Q1 2025 in Review

757 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2025, worth a combined $31.6B — up 6.8% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WTW positions and 52 closed out — a net gain of 59 holders — while 252 added to existing stakes and 279 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Victory Capital Management, cutting an estimated $168M.

  • 757 institutional investors held Willis Towers Watson (WTW) as of Q1 2025, up from 706 in Q4 2024.
  • Funds reported $31.6B of Willis Towers Watson stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 111 funds opened new Willis Towers Watson positions in Q1 2025 and 52 closed out, a net change of +59 holders.
  • The largest Willis Towers Watson buyer in Q1 2025 was Citadel Advisors, an estimated $101M added.
  • The largest Willis Towers Watson seller in Q1 2025 was Victory Capital Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.