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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
GI
426
GS Investments
Minnesota
$4.96M -$173K -3,025 -4%
SF
427
Summit Financial
New Jersey
$4.94M +$55.2K +965 +1%
MAM
428
Meeder Asset Management
Ohio
$4.88M +$3.34M +58,303 +249%
PH
429
Pinnacle Holdings
Oklahoma
$4.87M -$75.2K -1,313 -2%
AG
430
Ascent Group
Virginia
$4.81M +$441K +7,709 +11%
MOS
431
MGO One Seven
Ohio
$4.75M -$108K -1,893 -2%
AWM
432
AE Wealth Management
Kansas
$4.74M -$37.1K -648 -0.8%
JWM
433
Jackson Wealth Management
Florida
$4.72M -$34.8K -608 -0.8%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$4.7M -$183K -3,203 -4%
Los Angeles Capital Management
435
Los Angeles Capital Management
California
$4.69M +$3.97M +69,292 +750%
AAS
436
Avantax Advisory Services
Texas
$4.62M +$264K +4,618 +6%
ITC
437
Inspire Trust Company
Nevada
$4.6M +$286K +5,000 +7%
RAM
438
Roanoke Asset Management
New Jersey
$4.55M -$20.6K -360 -0.5%
Walleye Trading
439
Walleye Trading
New York
$4.54M -$9.94M -173,637 -70%
TFA
440
Transamerica Financial Advisors
Florida
$4.51M +$4.32M +75,513 New
OBAM
441
ODDO BHF Asset Management
France
$4.5M +$698K +12,196 +19%
FBT
442
First Bank & Trust
South Dakota
$4.46M -$430K -7,508 -9%
HIMCH
443
Hartford Investment Management Co (HIMCO)
Connecticut
$4.45M -$61.9K -1,082 -1%
LTI
444
Laffer Tengler Investments
Tennessee
$4.42M +$4.23M +73,966 New
IMRF
445
Illinois Municipal Retirement Fund
Illinois
$4.41M
DILIC
446
Dai-ichi Life Insurance Company
Japan
$4.38M
UAS
447
United Asset Strategies
New York
$4.36M -$148K -2,594 -3%
KPWS
448
Kestra Private Wealth Services
Texas
$4.32M +$1.07M +18,673 +35%
TCWA
449
Turtle Creek Wealth Advisors
Texas
$4.32M +$4.14M +72,298 New
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$4.26M -$475K -8,305 -10%

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.