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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
CBT
401
Central Bank & Trust
Kentucky
$5.6M -$447K -7,814 -8%
HCA
402
Horan Capital Advisors
Ohio
$5.55M -$1.97M -34,463 -27%
M&T Bank
403
M&T Bank
New York
$5.54M -$273K -4,763 -5%
AIM
404
Ausbil Investment Management
Australia
$5.46M -$436K -7,614 -8%
HAI
405
Hennessy Advisors Inc
California
$5.45M +$90.4K +1,580 +2%
FM
406
Freemont Management
Switzerland
$5.45M +$5.22M +91,200 New
ZBNA
407
Zions Bancorporation, National Association
Utah
$5.45M +$5.22M +91,123 New
MC
408
Miramar Capital
Illinois
$5.43M -$172K -2,997 -3%
AAM
409
Advisors Asset Management
Colorado
$5.43M -$1.49M -25,993 -22%
NIM
410
NEOS Investment Management
Connecticut
$5.4M +$1M +17,535 +24%
UM
411
UniSuper Management
Australia
$5.35M +$95.5K +1,669 +2%
BCI
412
Brinker Capital Investments
Pennsylvania
$5.28M +$1.53M +26,663 +43%
OPS
413
Orion Portfolio Solutions
Nebraska
$5.28M +$1.53M +26,663 +43%
CWM
414
Compass Wealth Management
Connecticut
$5.28M -$992K -17,333 -16%
ATC
415
Argent Trust Co
Tennessee
$5.21M -$31K -542 -0.6%
ECM
416
EagleClaw Capital Management
Massachusetts
$5.2M +$1.08M +18,875 +28%
MFG
417
Merit Financial Group
Georgia
$5.2M +$192K +3,360 +4%
MCB
418
Morton Community Bank
Illinois
$5.16M -$252K -4,400 -5%
PMWMG
419
Parr McKnight Wealth Management Group
Minnesota
$5.14M -$1.6M -28,023 -25%
QC
420
Quadrature Capital
United Kingdom
$5.13M -$3.9M -68,147 -44%
HWAM
421
Hennion & Walsh Asset Management
New Jersey
$5.13M +$605K +10,561 +14%
SWMG
422
Signature Wealth Management Group
Georgia
$5.06M -$58.6K -1,024 -1%
LJCM
423
Lee Johnson Capital Management
Texas
$5.04M -$396K -6,922 -8%
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$4.97M +$435K +7,600 +10%
KRS
425
Kentucky Retirement Systems
Kentucky
$4.97M -$38.4K -671 -0.8%

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.