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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
CWM
851
Cordatus Wealth Management
Pennsylvania
$804K +$771K +13,463 New
AW
852
Alteri Wealth
California
$801K -$191K -3,344 -20%
ACM
853
Ayrshire Capital Management
Connecticut
$794K +$761K +13,290 New
SC
854
Syon Capital
California
$791K +$24.2K +422 +3%
BFIM
855
Beese Fulmer Investment Management
Ohio
$786K +$14.1K +247 +2%
BIM
856
Bridges Investment Management
Nebraska
$785K
AH
857
Addis & Hill
Pennsylvania
$784K -$23.9K -418 -3%
MIM
858
Merrion Investment Management
New Jersey
$780K -$45.8K -800 -6%
NS
859
NBC Securities
Alabama
$777K +$744K +12,992 +99,938%
PTC
860
Private Trust Company
Ohio
$776K +$25.9K +452 +4%
OCM
861
One Capital Management
California
$772K -$64.7K -1,130 -8%
HAG
862
HF Advisory Group
Maryland
$771K -$64.3K -1,124 -8%
KP
863
Keel Point
Alabama
$763K +$93.2K +1,628 +15%
GSEP
864
Golden State Equity Partners
California
$761K +$39.9K +697 +6%
VCA
865
Verdence Capital Advisors
Maryland
$751K -$128K -2,238 -15%
HSA
866
HBK Sorce Advisory
Pennsylvania
$747K -$22.7K -397 -3%
SF
867
Synovus Financial
Georgia
$746K -$10.7K -187 -1%
FPAS
868
Focus Partners Advisor Solutions
Missouri
$743K +$211K +3,681 +42%
MAA
869
Mraz Amerine & Associates
California
$741K -$31.1K -543 -4%
CF
870
Centaurus Financial
California
$740K -$11.4K -200 -2%
MPCA
871
Madison Park Capital Advisors
Washington
$739K +$3.38K +59 +0.5%
ATS
872
Ashton Thomas Securities
New York
$738K +$456K +7,961 +181%
AIP
873
Ameritas Investment Partners
Nebraska
$736K +$25.5K +446 +4%
CI
874
Cigna Investments
Connecticut
$732K -$17.5K -306 -2%
BBA
875
BLB&B Advisors
Pennsylvania
$732K +$13.9K +243 +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.