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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
PWG
726
Portside Wealth Group
Utah
$1.3M +$30.2K +528 +2%
MSA
727
MUFG Securities Americas
New York
$1.29M +$205K +3,583 +20%
WPC
728
Wedmont Private Capital
Pennsylvania
$1.28M +$140K +2,439 +12%
MSA
729
Marino Stram & Associates
Massachusetts
$1.28M +$16.8K +294 +1%
QI
730
Qtron Investments
Massachusetts
$1.27M +$358K +6,261 +42%
KWA
731
Kingswood Wealth Advisors
California
$1.25M +$35.9K +627 +3%
WPA
732
West Paces Advisors
Georgia
$1.25M +$52.1K +911 +5%
AIM
733
Aspen Investment Management
Michigan
$1.24M +$33.2K +580 +3%
FFA
734
Farther Finance Advisors
California
$1.23M +$85.9K +1,500 +8%
PI
735
PFG Investments
New York
$1.22M +$131K +2,290 +13%
LFAS
736
Level Four Advisory Services
Texas
$1.21M -$137K -2,398 -11%
AC
737
Allstate Corporation
Illinois
$1.2M -$921K -16,089 -44%
WIA
738
World Investment Advisors
California
$1.2M -$147K -2,563 -11%
GS
739
GWN Securities
Florida
$1.2M +$898K +15,690 +324%
MFS
740
Monetta Financial Services
Illinois
$1.2M
Renaissance Technologies
741
Renaissance Technologies
New York
$1.2M +$378K +6,609 +49%
LOAMS
742
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M +$126K +2,195 +12%
DWM
743
Dakota Wealth Management
Florida
$1.19M -$57.1K -997 -5%
CB
744
CNB Bank
Pennsylvania
$1.18M -$311K -5,440 -22%
PM
745
Penbrook Management
New York
$1.18M -$11.4K -200 -1%
CA
746
Cornerstone Advisors
North Carolina
$1.18M
SWP
747
Stratos Wealth Partners
Ohio
$1.17M -$400K -6,994 -26%
CIS
748
Custom Index Systems
New York
$1.17M +$46K +803 +4%
CC
749
Centiva Capital
New York
$1.17M +$79K +1,381 +8%
VC
750
Veracity Capital
Georgia
$1.16M -$106K -1,852 -9%

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.