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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
VSQM
701
V-Square Quantitative Management
Illinois
$1.41M +$27.9K +488 +2%
HNB
702
Huntington National Bank
Ohio
$1.41M +$14K +245 +1%
CCA
703
Checchi Capital Advisers
California
$1.4M +$39.2K +684 +3%
PWP
704
Phillips Wealth Planners
Mississippi
$1.4M -$181K -3,154 -11%
UCFA
705
United Capital Financial Advisors
Texas
$1.4M +$162K +2,824 +14%
HTIM
706
Harbour Trust & Investment Management
Indiana
$1.4M -$90K -1,573 -6%
CCM
707
Coldstream Capital Management
Washington
$1.39M +$59.3K +1,036 +5%
SWP
708
Sagespring Wealth Partners
Tennessee
$1.39M +$24.4K +426 +2%
AFG
709
Atomi Financial Group
New York
$1.38M +$323K +5,647 +32%
MIM
710
MTM Investment Management
South Carolina
$1.38M
ECM
711
Evergreen Capital Management
Washington
$1.38M +$2.69K +47 +0.2%
PIM
712
Pullen Investment Management
Florida
$1.38M +$32.2K +562 +3%
SBIA
713
Sheaff Brock Investment Advisors
Indiana
$1.37M +$341K +5,950 +35%
FCB
714
First County Bank
Connecticut
$1.36M -$241K -4,206 -16%
FRA
715
Frank Rimerman Advisors
California
$1.36M +$16.2K +283 +1%
WWA
716
WCG Wealth Advisors
Nevada
$1.34M +$14K +245 +1%
VWM
717
Venturi Wealth Management
Texas
$1.34M +$3.26K +57 +0.3%
NAG
718
Northstar Advisory Group
New Jersey
$1.34M +$705K +12,325 +122%
CMF
719
Counterpoint Mutual Funds
California
$1.34M +$1.28M +22,448 New
QIM
720
Quantitative Investment Management
Virginia
$1.33M -$63K -1,101 -5%
LFGO
721
Legacy Financial Group (Oklahoma)
Oklahoma
$1.33M +$653K +11,405 +96%
MFG
722
Magnus Financial Group
New York
$1.31M
FB
723
Fulton Bank
Pennsylvania
$1.3M +$80.4K +1,405 +7%
NHT
724
New Hampshire Trust
New Hampshire
$1.3M -$93K -1,624 -7%
AWA
725
Arete Wealth Advisors
Illinois
$1.3M +$30.4K +531 +3%

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.