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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
PPWP
776
Premier Path Wealth Partners
New Jersey
$1.05M +$5.9K +103 +0.6%
AWE
777
Avidian Wealth Enterprises
Texas
$1.04M +$35.1K +613 +4%
CMMS
778
Comprehensive Money Management Services
Florida
$1.04M -$11.4K -199 -1%
SAG
779
SageView Advisory Group
California
$1.04M -$43.8K -765 -4%
PCM
780
Pointe Capital Management
Michigan
$1.04M -$165K -2,882 -14%
DIA
781
Dana Investment Advisors
Wisconsin
$1.02M -$183K -3,205 -16%
MSE
782
MUFG Securities EMEA
United Kingdom
$1.02M +$973K +16,999 New
WC
783
Waterloo Capital
Texas
$1.01M -$6.35K -111 -0.7%
SAM
784
Smartleaf Asset Management
Massachusetts
$1.01M -$173K -3,030 -15%
SWA
785
SFMG Wealth Advisors
Texas
$1.01M +$44.7K +781 +5%
MCP
786
Mirador Capital Partners
California
$999K +$11.2K +196 +1%
BWA
787
Beam Wealth Advisors
Louisiana
$999K -$14K -245 -1%
EHC
788
Everett Harris & Co
California
$998K
RCM
789
RNC Capital Management
California
$994K -$128K -2,235 -12%
V
790
ViaWealth
Kansas
$992K -$52.9K -924 -5%
SMA
791
Sage Mountain Advisors
Georgia
$992K +$39.6K +692 +4%
OKSA
792
O'Keefe Stevens Advisory
New York
$991K +$153K +2,678 +19%
CAM
793
Chesapeake Asset Management
New York
$991K -$9.62K -168 -1%
SC
794
Savant Capital
Illinois
$990K -$207K -3,610 -18%
CTC
795
Central Trust Company
Missouri
$986K -$18.5K -324 -2%
MW
796
Marcum Wealth
Ohio
$986K -$134K -2,349 -12%
GSWA
797
Good Steward Wealth Advisors
Tennessee
$977K +$936K +16,346 New
1WA
798
180 Wealth Advisors
Washington
$976K +$472K +8,249 +102%
EIP
799
Easterly Investment Partners
Massachusetts
$975K -$14.1K -247 -1%
SCM
800
Sterneck Capital Management
Missouri
$972K -$21.9K -383 -2%

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.