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Williams Companies

1,568 hedge funds and large institutions have $63.8B invested in Williams Companies in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 621 increasing their positions, 564 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 106

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

30% more call options, than puts

Call options by funds: $790M | Put options by funds: $607M

12% more capital invested

Capital invested by funds: $57B → $63.8B (+$6.8B)

10% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 564

3% more funds holding

Funds holding: 1,5181,568 (+50)

1.12% more ownership

Funds ownership: 86.31%87.43% (+1.1%)

Holders
1,568
Holders Change
+50
Holders Change %
+3.29%
% of All Funds
21.02%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.79%
New
181
Increased
621
Reduced
564
Closed
106
Calls
$790M
Puts
$607M
Net Calls
+$183M
Net Calls Change
+$330M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
326
Capital Fund Management (CFM)
France
$8.88M -$22.9M -399,283 -73%
BZWA
327
Blue Zone Wealth Advisors
California
$8.81M -$677K -11,833 -7%
CWM
328
CIBC World Markets
New York
$8.79M -$2.59M -45,316 -24%
QCM
329
QRG Capital Management
Illinois
$8.78M -$2.11M -36,947 -20%
EGM
330
Engineers Gate Manager
New York
$8.76M -$308K -5,383 -4%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$8.74M +$335K +5,854 +4%
GLR
332
Great Lakes Retirement
Ohio
$8.73M -$4.68M -81,826 -36%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$8.71M +$1.78M +31,127 +27%
VPIM
334
Vanguard Personalized Indexing Management
California
$8.67M +$383K +6,689 +5%
CFG
335
Cambridge Financial Group
Ohio
$8.66M -$981K -17,145 -11%
GWM
336
Graybill Wealth Management
Illinois
$8.56M +$8.2M +143,173 New
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$8.55M +$297K +5,186 +4%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$8.54M +$221K +3,855 +3%
SC
339
Skylands Capital
Wisconsin
$8.48M -$77.3K -1,350 -0.9%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$8.43M +$914K +15,960 +13%
CM
341
Columbus Macro
Pennsylvania
$8.32M +$558K +9,755 +8%
NW
342
NewEdge Wealth
Pennsylvania
$8.31M +$2.36M +41,252 +42%
TPA
343
Trivium Point Advisory
Connecticut
$8.24M +$862K +15,053 +12%
CWP
344
Cyndeo Wealth Partners
Florida
$8.18M -$766K -13,378 -9%
MGP
345
Metis Global Partners
California
$8.15M +$168K +2,929 +2%
LSA
346
L & S Advisors
California
$8.03M +$3.25M +56,702 +73%
EF
347
Empowered Funds
Pennsylvania
$7.99M +$5.86M +102,411 +327%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.93M +$789K +13,787 +12%
SPIA
349
Steward Partners Investment Advisory
New York
$7.89M +$661K +11,539 +10%
ZIM
350
Zacks Investment Management
Illinois
$7.87M -$43.9K -767 -0.6%

WMB Hedge Fund Activity: Q1 2025 in Review

1,568 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2025, worth a combined $63.8B — up 12% from $57B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new WMB positions and 106 closed out — a net gain of 75 holders — while 621 added to existing stakes and 564 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Dodge & Cox, cutting an estimated $578M.

  • 1,568 institutional investors held Williams Companies (WMB) as of Q1 2025, up from 1,518 in Q4 2024.
  • Funds reported $63.8B of Williams Companies stock for Q1 2025, up 12% quarter-over-quarter.
  • 181 funds opened new Williams Companies positions in Q1 2025 and 106 closed out, a net change of +75 holders.
  • The largest Williams Companies buyer in Q1 2025 was JP Morgan Chase, an estimated $296M added.
  • The largest Williams Companies seller in Q1 2025 was Dodge & Cox, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2025.