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Willis Towers Watson

745 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, 275 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: $ → $

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

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
745
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
RA
802
Rise Advisors
New York
AT
803
Avalon Trust
New Mexico
NC
804
North Capital
Utah
MFT
805
Moisand Fitzgerald Tamayo
Florida
JSAM
806
J. Safra Asset Management
New York
SIC
807
Salem Investment Counselors
North Carolina
CCM
808
Cloud Capital Management
Washington
JWM
809
JPL Wealth Management
Colorado
TCOT
810
Trust Company of Toledo
Ohio
MAM
811
Marquette Asset Management
Minnesota
PB
812
Pinnacle Bancorp
Nebraska
HHGA
813
Halbert Hargrove Global Advisors
California
CJ
814
Caitlin John
Michigan
TIM
815
Tortoise Investment Management
New York
CAC
816
Core Alternative Capital
Georgia
PAM
817
Palisade Asset Management
Minnesota
AFG
818
Albion Financial Group
Utah
GWSG
819
GPS Wealth Strategies Group
Colorado
TCA
820
Trifecta Capital Advisors
Illinois
HWA
821
Heartwood Wealth Advisors
Virginia
PG
822
Proffitt & Goodson
Tennessee
LCM
823
Logan Capital Management
Pennsylvania
DCM
824
Davis Capital Management
Florida
DWM
825
Dogwood Wealth Management
Kansas