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Williams Companies

1,824 hedge funds and large institutions have $81.5B invested in Williams Companies in 2026 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 722 increasing their positions, 661 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $915M

34% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 118

6% more capital invested

Capital invested by funds: $76.5B → $81.5B (+$4.96B)

3.59% more ownership

Funds ownership: 86.12%89.71% (+3.6%)

9% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 661

0% more funds holding

Funds holding: 1,8191,824 (+5)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

Holders
1,824
Holders Change
+5
Holders Change %
+0.27%
% of All Funds
22.04%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.65%
New
158
Increased
722
Reduced
661
Closed
118
Calls
$1.71B
Puts
$915M
Net Calls
+$791M
Net Calls Change
+$606M
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
876
Heritage Family Offices
Arizona
$978K -$423K -5,748 -30%
PEWA
877
Pacific Excel Wealth Advisors
California
$978K +$968K +13,158 New
AWM
878
Angeles Wealth Management
California
$976K +$3.68K +50 +0.4%
SWM
879
Scissortail Wealth Management
Oklahoma
$973K
RWP
880
Revolve Wealth Partners
New Jersey
$972K +$740K +10,050 +333%
PP
881
PDS Planning
Ohio
$960K +$260K +3,532 +38%
CW
882
Code Waechter
Florida
$959K -$221 -3 -0%
GWP
883
Gateway Wealth Partners
Wisconsin
$951K -$251K -3,417 -21%
HNB
884
Hilltop National Bank
Wyoming
$944K
MIM
885
Merrion Investment Management
New Jersey
$944K
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$940K -$37.5K -510 -4%
CTC
887
Central Trust Company
Missouri
$932K -$42K -571 -4%
AWA
888
Aaron Wealth Advisors
Illinois
$925K -$64.6K -878 -7%
BNA
889
BankChampaign National Association
Illinois
$921K +$4.27K +58 +0.5%
Lazard Asset Management
890
Lazard Asset Management
New York
$917K +$311K +4,230 +52%
PCIA
891
Prime Capital Investment Advisors
Kansas
$915K -$42.5K -578 -4%
ZBNA
892
Zions Bancorporation, National Association
Utah
$912K -$115K -1,561 -11%
EPW
893
Evolve Private Wealth
California
$912K -$1.75M -23,788 -66%
LGF
894
LGT Group Foundation
Liechtenstein
$910K -$883 -12 -0.1%
RIG
895
RiverFront Investment Group
Virginia
$909K +$239K +3,244 +36%
CCFM
896
Clear Creek Financial Management
Washington
$908K -$73.1K -993 -8%
LFGO
897
Legacy Financial Group (Oklahoma)
Oklahoma
$908K +$248K +3,370 +38%
ITG
898
Index Technologies Group
New York
$904K +$19.1K +259 +2%
HBT
899
Heartland Bank & Trust
Illinois
$903K -$10.4K -141 -1%
AW
900
Alteri Wealth
California
$901K -$21.8K -296 -2%

WMB Hedge Fund Activity: Q2 2026 in Review

1,824 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2026, worth a combined $81.5B — up 6.5% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WMB positions and 118 closed out — a net gain of 40 holders — while 722 added to existing stakes and 661 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $737M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $277M.

  • 1,824 institutional investors held Williams Companies (WMB) as of Q2 2026, up from 1,819 in Q1 2026.
  • Funds reported $81.5B of Williams Companies stock for Q2 2026, up 6.5% quarter-over-quarter.
  • 158 funds opened new Williams Companies positions in Q2 2026 and 118 closed out, a net change of +40 holders.
  • The largest Williams Companies buyer in Q2 2026 was Wellington Management Group, an estimated $737M added.
  • The largest Williams Companies seller in Q2 2026 was Qube Research & Technologies (QRT), an estimated $277M sold.

Based on aggregated 13F filings for Q2 2026.