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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
JWCA
601
J.W. Cole Advisors
Florida
$2.09M +$1.33M +23,283 +200%
AAA
602
Adams Asset Advisors
Texas
$2.08M -$50.5K -882 -2%
AP
603
Advisors Preferred
Maryland
$2.08M +$1.97M +34,400 New
CIP
604
Convergence Investment Partners
Florida
$2.08M +$1.99M +34,836 New
GAM
605
Gotham Asset Management
New York
$2.08M +$1.56M +27,280 +366%
IMCOOI
606
Investment Management Corp of Ontario (IMCO)
Canada
$2.06M +$1.97M +34,405 New
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
$2.05M +$345K +6,025 +21%
LC
608
Lindbrook Capital
California
$2.01M -$661K -11,541 -26%
CFG
609
Citizens Financial Group
Rhode Island
$1.99M +$144K +2,516 +8%
TPCW
610
TD Private Client Wealth
New York
$1.98M -$672K -11,741 -26%
BHA
611
Beech Hill Advisors
New York
$1.98M -$51.2K -895 -3%
CIA
612
Concurrent Investment Advisors
Florida
$1.96M +$133K +2,315 +8%
MYAM
613
Meiji Yasuda Asset Management
Japan
$1.95M -$23.9K -417 -1%
NC
614
Nicholas Company
Wisconsin
$1.95M +$708K +12,364 +61%
MYLI
615
Meiji Yasuda Life Insurance
Japan
$1.95M +$454K +7,930 +32%
HAG
616
HighPoint Advisor Group
Illinois
$1.94M +$59.1K +1,033 +3%
PCG
617
Prosperity Consulting Group
Maryland
$1.94M +$360K +6,290 +24%
SPC
618
Sigma Planning Corp
Michigan
$1.93M +$36.9K +645 +2%
QCG
619
Quadrant Capital Group
Ohio
$1.92M +$678K +11,844 +58%
CW
620
CreativeOne Wealth
Kansas
$1.92M -$359K -6,275 -16%
GA
621
GoalVest Advisory
New York
$1.91M +$88.3K +1,542 +5%
PPW
622
Parcion Private Wealth
Washington
$1.9M -$20.1K -352 -1%
SCTC
623
Sanibel Captiva Trust Company
Florida
$1.9M -$12.3K -214 -0.7%
SP
624
Stablepoint Partners
Massachusetts
$1.89M -$254K -4,429 -12%
SWM
625
Segment Wealth Management
Texas
$1.88M +$195K +3,404 +12%

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.