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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
SIC
1001
Sterling Investment Counsel
New York
$478K +$40.7K +711 +10%
WT
1002
Whittier Trust
California
$478K -$12.4K -217 -3%
ASG
1003
Ariston Services Group
California
$477K -$65.8K -1,149 -13%
IAIM
1004
International Assets Investment Management
Florida
$477K +$5.44K +95 +0.2%
MGAM
1005
McGowan Group Asset Management
Texas
$471K +$12K +209 +3%
TIAA Trust, National Association
1006
TIAA Trust, National Association
North Carolina
$468K -$283K -4,949 -39%
BWM
1007
BlackDiamond Wealth Management
New York
$467K -$281K -4,914 -38%
FWTB
1008
First Western Trust Bank
Colorado
$466K
FHA
1009
First Horizon Advisors
Tennessee
$465K +$76.9K +1,343 +21%
HC
1010
Hamilton Capital
Ohio
$463K +$44.8K +783 +11%
LF
1011
Lee Financial
Texas
$458K -$175K -3,051 -28%
OFO
1012
OneAscent Family Office
Alabama
$456K +$195K +3,403 +80%
CFB
1013
Cullen/Frost Bankers
Texas
$454K +$6.47K +113 +2%
PCM
1014
Parsons Capital Management
Rhode Island
$452K
APP
1015
Avantax Planning Partners
Iowa
$451K +$35K +612 +9%
BMWM
1016
Brown Miller Wealth Management
Virginia
$451K +$43.4K +759 +11%
Fisher Asset Management
1017
Fisher Asset Management
Washington
$449K +$171K +2,989 +66%
CCC
1018
Chelsea Counsel Company
California
$448K
FNBOH
1019
First National Bank of Hutchinson
Kansas
$447K +$428K +7,485 New
CAMG
1020
CWA Asset Management Group
Florida
$446K -$630 -11 -0.1%
HPC
1021
HM Payson & Co
Maine
$443K +$40K +699 +10%
AIM
1022
Anchor Investment Management
South Carolina
$441K +$57.2K +1,000 +16%
CL
1023
COWA LLC
Oklahoma
$441K -$20.6K -360 -5%
CG
1024
Clarus Group
Texas
$441K -$20.7K -362 -5%
BHCM
1025
Brevan Howard Capital Management
Jersey
$440K -$416K -7,273 -50%

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.