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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
AWE
801
Avidian Wealth Enterprises
Texas
$1.04M -$46.6K -789 -5%
GWM
802
Gibbs Wealth Management
Georgia
$1.04M +$78.3K +1,326 +9%
BWA
803
Beam Wealth Advisors
Louisiana
$1.04M -$8.68K -147 -0.9%
RCM
804
RNC Capital Management
California
$1.04M -$6.2K -105 -0.6%
AIM
805
Aigen Investment Management
New York
$1.03M +$968K +16,395 New
EIP
806
Easterly Investment Partners
Massachusetts
$1.03M +$118 +2 +0%
MCP
807
Mirador Capital Partners
California
$1.02M -$30.6K -518 -3%
V
808
ViaWealth
Kansas
$1.02M -$24.9K -422 -3%
FAM
809
Fulcrum Asset Management
United Kingdom
$1.02M +$955K +16,172 New
JCIA
810
Jackson Creek Investment Advisors
Colorado
$1.01M +$951K +16,105 New
UB
811
UMB Bank
Missouri
$1.01M +$14.5K +245 +2%
Fayez Sarofim & Co
812
Fayez Sarofim & Co
Texas
$1.01M -$471K -7,971 -33%
CAM
813
Chesapeake Asset Management
New York
$1.01M -$29K -492 -3%
1WA
814
180 Wealth Advisors
Washington
$1.01M -$18.6K -315 -2%
SWA
815
SFMG Wealth Advisors
Texas
$1.01M -$48.2K -817 -5%
FCFC
816
First Commonwealth Financial Corp
Pennsylvania
$1M -$3.42K -58 -0.4%
AWM
817
Arista Wealth Management
Nevada
$1,000K +$940K +15,916 New
SAG
818
SageView Advisory Group
California
$999K +$59 +1 +0%
SAM
819
Smartleaf Asset Management
Massachusetts
$999K -$62.3K -1,055 -6%
AAP
820
Arax Advisory Partners
Colorado
$994K +$239K +4,042 +42%
TCM
821
Twin Capital Management
Pennsylvania
$985K -$8.68K -147 -0.9%
GWMR
822
GC Wealth Management RIA
Massachusetts
$979K +$920K +15,589 New
PTC
823
Private Trust Company
Ohio
$978K +$153K +2,588 +20%
SC
824
Syon Capital
California
$974K +$134K +2,267 +17%
SCM
825
Sterneck Capital Management
Missouri
$968K -$50.4K -853 -5%

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.