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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+54
Holders Change %
+3.49%
% of All Funds
21.46%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
83
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
976
Register Financial Advisors
Georgia
$588K -$258K -4,101 -30%
FHA
977
First Horizon Advisors
Tennessee
$587K +$98.1K +1,562 +20%
IAN
978
Integrated Advisors Network
Texas
$585K -$41.3K -657 -7%
QWP
979
Quotient Wealth Partners
Texas
$582K -$58.5K -931 -9%
EC
980
EntryPoint Capital
New York
$574K +$289K +4,598 +101%
RIL
981
Rothschild Investment LLC
Illinois
$569K +$8.92K +142 +2%
DWM
982
Diversify Wealth Management
Utah
$568K -$26.3K -455 -4%
KAS
983
KPP Advisory Services
Kentucky
$567K – – –
CA
984
Calton & Associates
Florida
$564K -$132K -2,095 -19%
TC
985
Trilogy Capital
California
$563K – – –
DWM
986
Defined Wealth Management
Oregon
$562K +$5.46K +87 +1%
CFB
987
Cullen/Frost Bankers
Texas
$561K +$83.4K +1,328 +17%
SC
988
Schulhoff & Co
Ohio
$558K -$158K -2,520 -22%
CA
989
Commerzbank Aktiengesellschaft
Germany
$555K – – –
GGA
990
Granite Group Advisors
Connecticut
$553K – – –
CB
991
Cadence Bank
Mississippi
$547K +$12.1K +193 +2%
AGA
992
Arkos Global Advisors
Texas
$546K – – –
LF
993
Lee Financial
Texas
$545K +$63.3K +1,008 +13%
OFS
994
OneAscent Financial Services
Alabama
$541K -$592K -9,748 -52%
VFM
995
Vision Financial Markets
Connecticut
$540K – – –
AC
996
AlphaCore Capital
California
$538K -$27K -430 -5%
PWMAG
997
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$23.9K +381 +5%
IAMOG
998
Investors Asset Management of Georgia
Georgia
$533K -$6.28K -100 -1%
RA
999
RFG Advisory
Alabama
$533K +$312K +4,964 +141%
CWM
1000
Calamos Wealth Management
Illinois
$532K +$532K +8,472 New
38 39
40
41 42