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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

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

4.36% more ownership

Funds ownership: 93.96%98.32% (+4.4%)

3% more funds holding

Funds holding: 727746 (+19)

2% less capital invested

Capital invested by funds: $31.6B → $30.9B (-$704M)

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
+19
Holders Change %
+2.61%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
113
Increased
233
Reduced
276
Closed
81
Calls
$22.2M
Puts
$30.3M
Net Calls
-$8.02M
Net Calls Change
-$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
801
Alpine Bank Wealth Management
Colorado
-$24.9K -72 Closed
AAS
802
Ameritas Advisory Services
Nebraska
-$24.8K -72 Closed
RA
803
Rise Advisors
New York
-$20.7K -60 Closed
AT
804
Avalon Trust
New Mexico
-$17.3K -50 Closed
NC
805
North Capital
Utah
-$13.5K -39 Closed
MFT
806
Moisand Fitzgerald Tamayo
Florida
-$7.25K -21 Closed
JSAM
807
J. Safra Asset Management
New York
-$6.91K -20 Closed
SIC
808
Salem Investment Counselors
North Carolina
-$6.58K -19 Closed
CCM
809
Cloud Capital Management
Washington
-$6K -18 Closed
JWM
810
JPL Wealth Management
Colorado
-$5.53K -16 Closed
MAM
811
Marquette Asset Management
Minnesota
-$3.8K -11 Closed
TCOT
812
Trust Company of Toledo
Ohio
-$3.8K -11 Closed
HHGA
813
Halbert Hargrove Global Advisors
California
-$3.46K -10 Closed
PB
814
Pinnacle Bancorp
Nebraska
-$3.46K -10 Closed
CJ
815
Caitlin John
Michigan
-$3.11K -9 Closed
TIM
816
Tortoise Investment Management
New York
-$2.42K -7 Closed
CAC
817
Core Alternative Capital
Georgia
-$2.07K -6 Closed
PAM
818
Palisade Asset Management
Minnesota
-$2.07K -6 Closed
AFG
819
Albion Financial Group
Utah
-$1.38K -4 Closed
GWSG
820
GPS Wealth Strategies Group
Colorado
-$1.38K -4 Closed
HWA
821
Heartwood Wealth Advisors
Virginia
-$1.04K -3 Closed
LCM
822
Logan Capital Management
Pennsylvania
-$1.04K -3 Closed
PG
823
Proffitt & Goodson
Tennessee
-$1.04K -3 Closed
TCA
824
Trifecta Capital Advisors
Illinois
-$1.04K -3 Closed
DCM
825
Davis Capital Management
Florida
-$345 -1 Closed