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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
BFIC
876
Bedell Frazier Investment Counselling
California
$822K +$773K +13,088 New
SM
877
Samjo Management
New York
$821K +$772K +13,070 New
SWM
878
Scissortail Wealth Management
Oklahoma
$820K -$45.8K -775 -6%
PMA
879
Prudent Man Advisors
Illinois
$820K -$108K -1,832 -12%
EFS
880
Essex Financial Services
Connecticut
$816K -$28.9K -489 -4%
HNB
881
Hilltop National Bank
Wyoming
$815K +$766K +12,974 New
TCA
882
Transcend Capital Advisors
New Jersey
$805K -$1.51M -25,526 -67%
MIG
883
Meketa Investment Group
Massachusetts
$802K -$155K -2,633 -17%
MIM
884
Merrion Investment Management
New Jersey
$801K -$17.7K -300 -2%
PA
885
Parallel Advisors
California
$800K +$29.5K +500 +4%
VCA
886
Verdence Capital Advisors
Maryland
$799K +$9.27K +157 +1%
HCM
887
Howard Capital Management
Georgia
$799K +$68.9K +1,167 +10%
PW
888
PUREfi Wealth
Massachusetts
$795K +$213K +3,605 +40%
HSA
889
HBK Sorce Advisory
Pennsylvania
$794K +$8.62K +146 +1%
SF
890
Synovus Financial
Georgia
$786K +$1.59K +27 +0.2%
AWM
891
AE Wealth Management
Kansas
$785K -$3.95M -66,844 -84%
KIM
892
Kestra Investment Management
Texas
$783K +$329K +5,580 +77%
ATS
893
Ashton Thomas Securities
New York
$783K +$6.61K +112 +0.9%
MPCA
894
Madison Park Capital Advisors
Washington
$776K
CTFG
895
Capstone Triton Financial Group
Oklahoma
$776K +$729K +12,352 New
AIP
896
Ameritas Investment Partners
Nebraska
$774K +$354 +6 +0%
AW
897
Alteri Wealth
California
$771K -$66.8K -1,132 -8%
SAI
898
Savvy Advisors Inc
New York
$771K +$425K +7,200 +142%
OIS
899
OneAscent Investment Solutions
Alabama
$767K -$135K -2,279 -16%
BBA
900
BLB&B Advisors
Pennsylvania
$762K -$6.79K -115 -0.9%

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.