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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
NSIM
676
North Star Investment Management
Illinois
$1.64M +$8.56K +145 +0.6%
CL
677
Choreo LLC
Illinois
$1.63M -$536K -9,086 -26%
NG
678
Norden Group
Utah
$1.62M +$46K +779 +3%
TPW
679
Transatlantique Private Wealth
New York
$1.61M -$149K -2,520 -9%
WC
680
Waterloo Capital
Texas
$1.6M +$509K +8,628 +51%
WANY
681
Wealthspire Advisors (New York)
New York
$1.59M -$291K -4,931 -16%
WLG
682
Williamson Legacy Group
Indiana
$1.59M +$411K +6,964 +38%
PWM
683
Perigon Wealth Management
California
$1.59M -$126K -2,128 -8%
PG
684
Patten Group
Tennessee
$1.59M -$171K -2,888 -10%
GT
685
Greenleaf Trust
Michigan
$1.59M -$136K -2,302 -8%
CC
686
Centiva Capital
New York
$1.58M +$327K +5,540 +28%
UBP
687
Union Bancaire Privee
Switzerland
$1.58M +$1.86M +31,500 New
TC
688
TownSquare Capital
Utah
$1.58M -$12.6M -213,797 -89%
PWP
689
Phillips Wealth Planners
Mississippi
$1.58M +$150K +2,535 +10%
FRM
690
Fox Run Management
Connecticut
$1.57M +$1.48M +25,013 New
RC
691
RBF Capital
California
$1.57M
NFG
692
Nations Financial Group
Iowa
$1.56M +$56.3K +954 +4%
TA
693
TrueWealth Advisors
Alabama
$1.56M +$10.7K +182 +0.7%
CI
694
Cherokee Insurance
Michigan
$1.55M
MLM
695
Mount Lucas Management
Pennsylvania
$1.55M -$215K -3,641 -13%
CRC
696
Curi RMB Capital
Illinois
$1.54M +$1.07M +18,096 +279%
TWC
697
TD Waterhouse Canada
Ontario, Canada
$1.54M +$137K +2,317 +10%
JF
698
Jump Financial
Illinois
$1.54M -$1.24M -21,077 -46%
NIM
699
Northeast Investment Management
Massachusetts
$1.54M
PA
700
Prossimo Advisors
California
$1.54M +$15K +254 +1%

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.