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Willis Towers Watson

713 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, 235 increasing their positions, 279 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

15% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 113

16% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 279

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
713
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.2M
Puts
$21.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
Cape Investment Advisory
Georgia
AWA
802
Acumen Wealth Advisors
Tennessee
DSC
803
Duncker Streett & Co
Missouri
SGK
804
Steigerwald Gordon & Koch
Virginia
WETS
805
Wealth Enhancement Trust Services
South Dakota
MA
806
MCF Advisors
Kentucky
HHMI
807
Howard Hughes Medical Institute
Maryland
IWM
808
IMG Wealth Management
Florida
KBFS
809
Kohmann Bosshard Financial Services
Ohio
LB
810
Legacy Bridge
Iowa
BW
811
Bravera Wealth
North Dakota
WWA
812
Wealth Watch Advisors
Colorado
SFCL
813
Strengthening Families & Communities LLC
Massachusetts
OC
814
Optima Capital
Oregon
SIS
815
Sound Income Strategies
Florida
CIAS
816
CBIZ Investment Advisory Services
Ohio
PB
817
Prosperity Bancshares
Texas
KFI
818
Key Financial Inc
Pennsylvania
TFA
819
Toth Financial Advisory
Virginia
QA
820
Quattro Advisors
Pennsylvania
NL
821
NorthAvenue LLC
Ohio
EB
822
Eastern Bank
Massachusetts
PWAM
823
Private Wealth Asset Management
Iowa
LSA
824
Leonteq Securities AG
Switzerland
CCM
825
Chilton Capital Management
Texas