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Willis Towers Watson

727 hedge funds and large institutions have $31.6B invested in Willis Towers Watson in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 251 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $28.5B → $31.6B (+$3.11B)

1% more funds holding

Funds holding: 720727 (+7)

2% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 251

1.09% less ownership

Funds ownership: 95.05%93.96% (-1.1%)

11% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $41M

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
727
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
9.54%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
91
Increased
245
Reduced
251
Closed
75
Calls
$36.5M
Puts
$41M
Net Calls
-$4.5M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$15.2M -$749K -2,314 -5%
ETC
127
Exchange Traded Concepts
Oklahoma
$15.1M +$5.57M +17,195 +65%
TAF
128
Tredje AP-fonden
Sweden
$14.4M
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$14.2M +$205K +634 +2%
FFIC
130
First Fiduciary Investment Counsel
Ohio
$14.1M -$94.2K -291 -0.7%
Lazard Asset Management
131
Lazard Asset Management
New York
$13.5M -$976K -3,014 -7%
FAF
132
Fjarde Ap-fonden
Sweden
$13.3M +$421K +1,300 +3%
LI
133
Leeward Investments
Massachusetts
$13.1M -$445K -1,373 -3%
MSV
134
MN Services Vermogensbeheer
Netherlands
$12.9M
BA
135
Bridgewater Associates
Connecticut
$12.7M +$1.47M +4,541 +14%
Nomura Asset Management
136
Nomura Asset Management
Japan
$12.5M -$597K -1,842 -5%
MGP
137
M&G plc
United Kingdom
$12.5M -$1.97M -6,080 -14%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$12.4M +$2.28M +7,045 +24%
LPL Financial
139
LPL Financial
California
$12.1M -$296K -915 -3%
TFA
140
Teamwork Financial Advisors
Texas
$12M +$11.3M +34,755 New
EWA
141
Exencial Wealth Advisors
Oklahoma
$12M -$107K -330 -0.9%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$11.8M +$176K +544 +2%
Credit Agricole
143
Credit Agricole
France
$11.8M +$11.1M +34,153 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$11.7M +$5.91M +18,246 +117%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$11.7M -$7M -21,600 -39%
CTA
146
Chesley Taft & Associates
Illinois
$11.5M -$15.2K -47 -0.1%
RAM
147
Resona Asset Management
Japan
$11.4M -$357K -1,102 -3%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$11.2M -$166K -512 -2%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$11.2M -$144K -445 -1%
HP
150
Hosking Partners
United Kingdom
$11.2M +$9.39K +29 +0.1%

WTW Hedge Fund Activity: Q3 2025 in Review

727 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2025, worth a combined $31.6B — up 11% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new WTW positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 251 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $762M. The largest seller was UBS AM, exiting entirely with an estimated $334M sold.

  • 727 institutional investors held Willis Towers Watson (WTW) as of Q3 2025, up from 720 in Q2 2025.
  • Funds reported $31.6B of Willis Towers Watson stock for Q3 2025, up 11% quarter-over-quarter.
  • 91 funds opened new Willis Towers Watson positions in Q3 2025 and 75 closed out, a net change of +16 holders.
  • The largest Willis Towers Watson buyer in Q3 2025 was Dodge & Cox, an estimated $762M added.
  • The largest Willis Towers Watson seller in Q3 2025 was UBS AM, an estimated $334M sold.

Based on aggregated 13F filings for Q3 2025.