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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
ABWM
801
Alpine Bank Wealth Management
Colorado
AAS
802
Ameritas Advisory Services
Nebraska
RA
803
Rise Advisors
New York
AT
804
Avalon Trust
New Mexico
NC
805
North Capital
Utah
MFT
806
Moisand Fitzgerald Tamayo
Florida
JSAM
807
J. Safra Asset Management
New York
SIC
808
Salem Investment Counselors
North Carolina
CCM
809
Cloud Capital Management
Washington
JWM
810
JPL Wealth Management
Colorado
MAM
811
Marquette Asset Management
Minnesota
TCOT
812
Trust Company of Toledo
Ohio
HHGA
813
Halbert Hargrove Global Advisors
California
PB
814
Pinnacle Bancorp
Nebraska
CJ
815
Caitlin John
Michigan
TIM
816
Tortoise Investment Management
New York
CAC
817
Core Alternative Capital
Georgia
PAM
818
Palisade Asset Management
Minnesota
AFG
819
Albion Financial Group
Utah
GWSG
820
GPS Wealth Strategies Group
Colorado
HWA
821
Heartwood Wealth Advisors
Virginia
LCM
822
Logan Capital Management
Pennsylvania
PG
823
Proffitt & Goodson
Tennessee
TCA
824
Trifecta Capital Advisors
Illinois
DCM
825
Davis Capital Management
Florida