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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
926
Forum Financial Management
Illinois
$840K -$879K -12,693 -52%
CF
927
Centaurus Financial
California
$839K -$10.9K -157 -1%
BFG
928
Berger Financial Group
Minnesota
$837K +$69 +1 +0%
CA
929
Calton & Associates
Florida
$834K -$100K -1,449 -11%
AWA
930
Acumen Wealth Advisors
Tennessee
$828K +$679K +9,804 +623%
SS
931
SBI Securities
Japan
$825K +$24.2K +349 +3%
SWM
932
Stockman Wealth Management
Montana
$825K -$13.2K -190 -2%
MGI
933
Miller Global Investments
Texas
$825K +$20.1K +290 +3%
BBA
934
BLB&B Advisors
Pennsylvania
$823K -$8.72K -126 -1%
ZIM
935
Zacks Investment Management
Illinois
$823K -$1.08M -15,533 -58%
MFA
936
Mayflower Financial Advisors
Massachusetts
$822K +$60.2K +869 +8%
PFM
937
Phillips Financial Management
Indiana
$822K -$3.6K -52 -0.5%
PP
938
Pacifica Partners
Canada
$817K -$11.8K -170 -1%
AC
939
AlphaCore Capital
California
$812K +$29.6K +427 +4%
CFP
940
Catalyst Financial Partners
Massachusetts
$810K +$44.9K +649 +6%
SI
941
Severin Investments
Missouri
$807K +$768K +11,089 New
HSA
942
HBK Sorce Advisory
Pennsylvania
$799K -$72.6K -1,048 -9%
PCM
943
Pointe Capital Management
Michigan
$792K
TBA
944
Tower Bridge Advisors
Pennsylvania
$791K +$407K +5,885 +118%
FFA
945
Founders Financial Alliance
North Carolina
$789K +$3.88K +56 +0.5%
JSW
946
Journey Strategic Wealth
New Jersey
$788K +$281K +4,055 +60%
HC
947
Hamilton Capital
Ohio
$776K +$26.9K +389 +4%
CWM
948
Calamos Wealth Management
Illinois
$776K +$13K +188 +2%
MCP
949
Miller Capital Partners
Michigan
$772K
MLL
950
Moody Lynn & Lieberson
Massachusetts
$769K

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.