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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
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$4.21M +$384K +6,701 +10%
CM
452
Castleark Management
Illinois
$4.19M +$2.55M +44,540 +174%
WAAG
453
Wealth Alliance Advisory Group
Kansas
$4.18M -$229K -4,000 -5%
GIBU
454
Gulf International Bank (UK)
United Kingdom
$4.15M -$1.48M -25,922 -27%
AI
455
Aperture Investors
New York
$4.13M +$3.96M +69,164 New
PAS
456
Park Avenue Securities
New York
$4.12M +$185K +3,227 +5%
SA
457
SL Advisors
New Jersey
$4.12M -$14.9K -260 -0.4%
BFG
458
Bleakley Financial Group
New Jersey
$4.11M +$129K +2,259 +3%
SC
459
SummitTX Capital
Texas
$4.08M +$3.91M +68,296 New
SLI
460
Sumitomo Life Insurance
Japan
$4.08M -$27.2K -476 -0.7%
HI
461
Horizon Investments
North Carolina
$4.07M +$159K +2,779 +4%
EWA
462
Exencial Wealth Advisors
Oklahoma
$4.07M +$60.8K +1,063 +2%
VRM
463
Vectors Research Management
New York
$4.02M +$74K +1,292 +2%
Squarepoint
464
Squarepoint
New York
$3.99M +$1.7M +29,638 +80%
SVWAG
465
Sound View Wealth Advisors Group
Georgia
$3.99M +$67K +1,170 +2%
WJWM
466
Williams Jones Wealth Management
New York
$3.98M +$1.98M +34,630 +108%
3IP
467
3Chopt Investment Partners
Virginia
$3.98M -$11.7K -205 -0.3%
HWM
468
HB Wealth Management
Georgia
$3.97M +$1.28M +22,356 +51%
AWCI
469
Alpine Woods Capital Investors
New York
$3.95M +$266K +4,640 +8%
MGIA
470
Moneta Group Investment Advisors
Missouri
$3.94M +$38.1K +666 +1%
EI
471
Ethic Inc
New York
$3.93M +$304K +5,312 +9%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$3.92M
PPWP
473
Proquility Private Wealth Partners
Nevada
$3.91M -$993K -17,353 -21%
VCM
474
Voleon Capital Management
California
$3.89M -$106K -1,860 -3%
EPIM
475
Evelyn Partners Investment Management
$3.88M +$371K +6,478 +11%

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.