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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
BTI
926
Blue Trust Inc
Georgia
$597K +$107K +1,870 +23%
PA
927
Promethium Advisors
Maryland
$596K +$57.2K +1,000 +11%
IAN
928
Integrated Advisors Network
Texas
$596K -$9.39K -164 -2%
MSFS
929
Main Street Financial Solutions
Pennsylvania
$595K +$18.1K +317 +3%
SWM
930
SeaCrest Wealth Management
New York
$593K +$53.2K +929 +10%
SIMG
931
Sonora Investment Management Group
Arizona
$590K -$7.16K -125 -1%
OCG
932
Opus Capital Group
Ohio
$588K -$23K -401 -4%
TW
933
TritonPoint Wealth
Maryland
$587K +$16.5K +288 +3%
NP
934
NorthRock Partners
Minnesota
$587K +$22.2K +387 +4%
MA
935
MJP Associates
Connecticut
$586K +$97.8K +1,709 +21%
SCM
936
Sage Capital Management
New Jersey
$585K +$4.75K +83 +0.9%
AAM
937
Augustine Asset Management
Florida
$584K -$15.4K -269 -3%
CFA
938
Cahill Financial Advisors
Minnesota
$582K -$13.7K -239 -2%
IWM
939
IHT Wealth Management
Illinois
$581K -$44.8K -783 -7%
FNT
940
First National Trust
Pennsylvania
$575K -$57.2K -1,000 -9%
FFA
941
Florida Financial Advisors
Florida
$574K +$551K +9,618 New
AAP
942
Arax Advisory Partners
Colorado
$574K -$260K -4,538 -32%
IC
943
Iconiq Capital
California
$572K +$133K +2,325 +32%
IA
944
Integrity Alliance
Iowa
$570K +$546K +9,540 New
RCM
945
Raleigh Capital Management
North Carolina
$568K -$159K -2,773 -23%
FWP
946
FAS Wealth Partners
Kansas
$566K +$20.3K +355 +4%
GAMC
947
Garner Asset Management Corp
Texas
$565K +$5.84K +102 +1%
HT
948
Heritage Trust
Oklahoma
$564K -$22.9K -400 -4%
SCM
949
SCS Capital Management
Massachusetts
$564K +$540K +9,430 New
MA
950
Montag & Associates
Georgia
$562K -$54.6K -953 -9%

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.