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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
8.83%
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
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.58B -$33.8M -110,283 -2%
BlackRock
2
BlackRock
New York
$2.36B -$109M -354,040 -4%
Dodge & Cox
3
Dodge & Cox
California
$2.13B +$125M +406,889 +6%
VCM
4
Vanguard Capital Management
Pennsylvania
$1.79B +$1.89B +6,164,853 New
Harris Associates
5
Harris Associates
Illinois
$1.75B +$124M +404,593 +7%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$1.26B +$27.2M +88,559 +2%
State Street
7
State Street
Massachusetts
$1.23B -$3.13M -10,204 -0.2%
VPM
8
Vanguard Portfolio Management
Pennsylvania
$1.18B +$1.24B +4,056,990 New
Artisan Partners
9
Artisan Partners
Wisconsin
$1.1B +$99.7M +324,971 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$750M +$13.2M +43,113 +2%
Invesco
11
Invesco
Georgia
$677M +$35.1M +114,531 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$626M -$18.7M -60,847 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$397M +$30M +97,687 +8%
AllianceBernstein
14
AllianceBernstein
Tennessee
$326M +$20.4M +66,567 +7%
Northern Trust
15
Northern Trust
Illinois
$319M -$2.2M -7,178 -0.6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$294M +$106M +345,786 +52%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$291M +$3.64M +11,851 +1%
Goldman Sachs
18
Goldman Sachs
New York
$272M +$86.4M +281,691 +43%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$263M +$2.83M +9,232 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$261M -$13.7M -44,618 -5%
BG
21
Baupost Group
Massachusetts
$260M -$143M -464,475 -34%
UBS AM
22
UBS AM
Illinois
$253M +$1.45M +4,719 +0.5%
Morgan Stanley
23
Morgan Stanley
New York
$237M -$39.2M -127,721 -14%
ACM
24
Abrams Capital Management
Massachusetts
$210M
Legal & General Group
25
Legal & General Group
United Kingdom
$203M +$2.99M +9,745 +1%