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Willis Towers Watson

717 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, 237 increasing their positions, 280 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $21.6M

2.82% less ownership

Funds ownership: 98.32%95.5% (-2.8%)

4% less funds holding

Funds holding: 746717 (-29)

12% less capital invested

Capital invested by funds: $30.9B → $27.2B (-$3.78B)

14% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 111

15% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 280

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
717
Holders Change
-29
Holders Change %
-3.89%
% of All Funds
8.82%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
96
Increased
237
Reduced
280
Closed
111
Calls
$32.2M
Puts
$21.6M
Net Calls
+$10.5M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
201
Foyston, Gordon, & Payne
Ontario, Canada
$5.01M +$17.2K +56 +0.3%
AB
202
Amalgamated Bank
New York
$5M -$136K -444 -3%
Stifel Financial
203
Stifel Financial
Missouri
$4.99M -$914K -2,978 -15%
DADC
204
D.A. Davidson & Co
Montana
$4.84M +$606K +1,976 +13%
DILIC
205
Dai-ichi Life Insurance Company
Japan
$4.82M -$520K -1,696 -9%
MCM
206
Marathon Capital Management
Maryland
$4.81M -$11.7K -38 -0.2%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$4.75M -$1.19M -3,887 -19%
Impax Asset Management Group
208
Impax Asset Management Group
United Kingdom
$4.62M -$577K -1,880 -11%
URS
209
Utah Retirement Systems
Utah
$4.52M -$152K -494 -3%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$4.45M -$6.52M -21,257 -58%
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
$4.3M -$455K -1,482 -9%
NIM
212
NEOS Investment Management
Connecticut
$4.28M +$26.7K +87 +0.6%
PFSRSONJ
213
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.24M +$13.2K +43 +0.3%
Macquarie Group
214
Macquarie Group
Australia
$4.17M -$2.1M -6,837 -32%
CF
215
Canoe Financial
Alberta, Canada
$4.1M -$75.5M -246,012 -95%
Financial Engines Advisors
216
Financial Engines Advisors
California
$4.08M -$17.2K -56 -0.4%
HA
217
Heartland Advisors
Wisconsin
$4.02M -$539K -1,758 -11%
Swedbank
218
Swedbank
Sweden
$3.96M -$150K -490 -3%
AWA
219
ARQ Wealth Advisors
Arizona
$3.94M +$3.74M +12,185 +891%
YCM
220
Yousif Capital Management
Michigan
$3.92M -$31.6K -103 -0.8%
SCM
221
Sone Capital Management
New York
$3.91M +$4.12M +13,437 New
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$3.84M -$1.25M -4,082 -24%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$3.78M +$240K +781 +6%
EGM
224
Engineers Gate Manager
New York
$3.74M +$3.19M +10,391 +421%
EI
225
Ethic Inc
New York
$3.72M -$356K -1,159 -8%

WTW Hedge Fund Activity: Q1 2026 in Review

717 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2026, worth a combined $27.2B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WTW and 96 opened new positions — a net loss of 15 holders — while 280 trimmed existing stakes and 237 added.

The largest buyer was Citadel Advisors, adding an estimated $170M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $868M.

  • 717 institutional investors held Willis Towers Watson (WTW) as of Q1 2026, down from 746 in Q4 2025.
  • Funds reported $27.2B of Willis Towers Watson stock for Q1 2026, down 12% quarter-over-quarter.
  • 96 funds opened new Willis Towers Watson positions in Q1 2026 and 111 closed out, a net change of -15 holders.
  • The largest Willis Towers Watson buyer in Q1 2026 was Citadel Advisors, an estimated $170M added.
  • The largest Willis Towers Watson seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $868M sold.

Based on aggregated 13F filings for Q1 2026.