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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 %
OWP
1001
Obermeyer Wealth Partners
Colorado
$527K -$188 -3 -0%
AWA
1002
AGH Wealth Advisors
Kansas
$525K -$42K -668 -7%
BTI
1003
Blue Trust Inc
Georgia
$524K -$103K -1,640 -16%
MWM
1004
Mission Wealth Management
California
$524K +$65.3K +1,040 +14%
JCM
1005
Jag Capital Management
Missouri
$523K -$21.7K -345 -4%
WMA
1006
Wealth Management Associates
New Jersey
$521K -$20.7K -330 -4%
CWM
1007
Challenger Wealth Management
California
$519K -$7.85K -125 -1%
PP
1008
PDS Planning
Ohio
$519K +$69.8K +1,111 +16%
CAS
1009
CTC Alternative Strategies
Illinois
$518K +$518K +8,240 New
B
1010
Bailard
California
$517K +$63.3K +1,008 +14%
MIM
1011
Moseley Investment Management
Florida
$517K – – –
GCP
1012
GSA Capital Partners
United Kingdom
$516K +$516K +8,208 New
LBC
1013
Lowe Brockenbrough & Co
Virginia
$516K -$24.2K -386 -4%
DWP
1014
Daymark Wealth Partners
Ohio
$515K +$166K +2,643 +48%
IWM
1015
IHT Wealth Management
Illinois
$514K -$96.8K -1,542 -16%
WT
1016
Whittier Trust
California
$514K +$11.2K +179 +2%
SA
1017
Sylvest Advisors
Texas
$512K – – –
SCM
1018
SCS Capital Management
Massachusetts
$511K -$81.5K -1,298 -14%
CC
1019
Cultivar Capital
Texas
$509K +$509K +8,111 New
JSW
1020
Journey Strategic Wealth
New Jersey
$508K +$109K +1,732 +27%
BWM
1021
Birchcreek Wealth Management
Ohio
$508K – – –
APA
1022
Astoria Portfolio Advisors
New York
$508K +$15.3K +260 +3%
WMA
1023
West Michigan Advisors
Michigan
$508K +$148K +2,364 +41%
FFA
1024
First Foundation Advisors
California
$504K -$78.6K -1,251 -13%
CT
1025
Chicago Trust
Illinois
$502K +$121K +1,929 +32%
39 40
41
42 43