We are live on ! Find out more
WTW icon

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
AIM
151
AXA Investment Managers
France
$11.1M +$10.4M +32,167 New
VMPIC
152
Varma Mutual Pension Insurance Co
Finland
$10.9M +$842K +2,600 +9%
LF
153
Lansforsakringar Fondforvaltning
Sweden
$10.8M -$13.3K -41 -0.1%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.8M -$68.3K -211 -0.7%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$10.4M
KWM
156
Kingsview Wealth Management
Oregon
$10.4M +$154K +474 +2%
NEI
157
Northwest & Ethical Investments
Ontario, Canada
$10.2M
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$10.1M -$610K -1,885 -6%
ASRS
159
Arizona State Retirement System
Arizona
$10.1M +$57K +176 +0.6%
HighTower Advisors
160
HighTower Advisors
Illinois
$9.84M +$6.08M +18,774 +193%
Fidelity International
161
Fidelity International
Bermuda
$9.75M +$3.02M +9,334 +49%
TAMH
162
Taikang Asset Management (HK)
Hong Kong
$9.7M +$2.12M +6,554 +30%
SOMRS
163
State of Michigan Retirement System
Michigan
$9.12M -$194K -600 -2%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$8.97M +$2.82M +8,718 +51%
CPCM
165
Cardinal Point Capital Management
Ontario, Canada
$8.84M +$8.29M +25,591 New
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$8.74M +$257K +793 +3%
QCM
167
Quantinno Capital Management
New York
$8.72M +$3.49M +10,776 +74%
X
168
Xponance
Pennsylvania
$8.63M -$380K -1,172 -4%
CNB
169
Czech National Bank
Czech Republic
$8.56M +$175K +541 +2%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$8.41M -$65.4K -202 -0.8%
MIM
171
MetLife Investment Management
New Jersey
$8.36M -$341K -1,053 -4%
HA
172
Heartland Advisors
Wisconsin
$8.28M +$1.57M +4,859 +25%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.09M -$97.4M -300,892 -93%
DWM
174
Dakota Wealth Management
Florida
$8.09M -$188K -581 -2%
VA
175
Vident Advisory
Georgia
$8.02M +$2.23M +6,883 +42%

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.