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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
626
Sigma Planning Corp
Michigan
$2.06M +$20.2K +342 +1%
KeyBank National Association
627
KeyBank National Association
Ohio
$2.05M +$121K +2,050 +7%
GA
628
GoalVest Advisory
New York
$2.05M +$40.2K +681 +2%
NC
629
Nicholas Company
Wisconsin
$2.05M -$1.48K -25 -0.1%
PPW
630
Parcion Private Wealth
Washington
$2.03M +$34.1K +578 +2%
AP
631
Advisors Preferred
Maryland
$2.02M
QCG
632
Quadrant Capital Group
Ohio
$2.01M -$3.96K -67 -0.2%
PCG
633
Prosperity Consulting Group
Maryland
$2.01M -$28K -474 -1%
RC
634
Resolution Capital
Australia
$2.01M +$310K +5,243 +20%
SP
635
Stablepoint Partners
Massachusetts
$2M +$12.6K +214 +0.7%
HAG
636
HighPoint Advisor Group
Illinois
$2M -$43.6K -738 -2%
CCM
637
Coldstream Capital Management
Washington
$1.99M +$498K +8,436 +36%
QIM
638
Quantitative Investment Management
Virginia
$1.98M +$538K +9,118 +41%
STA
639
Summit Trail Advisors
New York
$1.97M +$1.86M +31,432 New
PIA
640
Pinion Investment Advisors
Kansas
$1.94M -$1.84M -31,164 -50%
SWP
641
Stratos Wealth Partners
Ohio
$1.94M +$662K +11,214 +57%
EWM
642
Empirical Wealth Management
Washington
$1.93M +$206K +3,491 +13%
EDRH
643
Edmond de Rothschild Holding
Switzerland
$1.93M +$1M +16,954 +123%
MSAM
644
Moloney Securities Asset Management
Missouri
$1.91M +$13.4K +227 +0.8%
CMF
645
Counterpoint Mutual Funds
California
$1.89M +$453K +7,676 +34%
CSPIA
646
Cary Street Partners Investment Advisory
Virginia
$1.88M +$37.7K +639 +2%
BP
647
Ballentine Partners
Massachusetts
$1.86M +$74.6K +1,264 +4%
SWP
648
Sagespring Wealth Partners
Tennessee
$1.83M +$350K +5,929 +25%
UCI
649
Uncommon Cents Investing
Wisconsin
$1.83M +$87.7K +1,485 +5%
ACA
650
Aptus Capital Advisors
Alabama
$1.82M +$240K +4,071 +16%

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.