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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
CA
901
Calton & Associates
Florida
$662K +$634K +11,071 New
MLL
902
Moody Lynn & Lieberson
Massachusetts
$656K
ARC
903
Advisor Resource Council
Texas
$656K +$837K +14,624 New
WMWM
904
Whitaker-Myers Wealth Managers
Ohio
$653K -$31.3K -547 -5%
PP
905
Patten & Patten
Tennessee
$651K -$8.59K -150 -1%
SQA
906
Simon Quick Advisors
New Jersey
$649K +$166K +2,898 +36%
SAM
907
Seelaus Asset Management
New Jersey
$645K -$83K -1,450 -12%
CD
908
Chapin Davis
Maryland
$645K -$98.5K -1,720 -14%
GIM
909
Generali Investments Management
Slovenia
$644K -$453K -7,918 -42%
WSC
910
Wellington Shields & Co
New York
$644K
LSPW
911
Lake Street Private Wealth
Illinois
$637K -$11.4K -200 -2%
DWM
912
Diversify Wealth Management
Utah
$614K -$103K -1,797 -15%
CFP
913
Catalyst Financial Partners
Massachusetts
$612K +$7.79K +136 +1%
MG
914
Mather Group
Illinois
$611K +$34.3K +600 +6%
WCA
915
Westover Capital Advisors
Delaware
$610K
QWP
916
Quotient Wealth Partners
Texas
$609K -$170K -2,969 -23%
CB
917
Community Bank
New York
$608K +$10K +175 +2%
ATC
918
Adirondack Trust Company
New York
$607K -$41.6K -726 -7%
BFS
919
Bradley Foster & Sargent
Connecticut
$607K -$10K -175 -2%
HNWAG
920
High Net Worth Advisory Group
Florida
$606K +$286 +5 +0%
SC
921
Sapient Capital
Indiana
$604K +$286 +5 +0%
CTA
922
Chesley Taft & Associates
Illinois
$600K +$2.12K +37 +0.4%
ET
923
Equitable Trust
Tennessee
$599K
SWM
924
Stockman Wealth Management
Montana
$599K
HA
925
Harbor Advisors
Florida
$598K

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.