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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
Cadence Bank
Mississippi
$547K +$11.4K +193 +2%
AGA
1002
Arkos Global Advisors
Texas
$546K
LF
1003
Lee Financial
Texas
$545K +$59.5K +1,008 +13%
OFS
1004
OneAscent Financial Services
Alabama
$541K -$576K -9,748 -52%
VFM
1005
Vision Financial Markets
Connecticut
$540K
AC
1006
AlphaCore Capital
California
$538K -$25.4K -430 -5%
PWMAG
1007
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$22.5K +381 +5%
IAMOG
1008
Investors Asset Management of Georgia
Georgia
$533K -$5.9K -100 -1%
RA
1009
RFG Advisory
Alabama
$533K +$293K +4,964 +141%
CWM
1010
Calamos Wealth Management
Illinois
$532K +$500K +8,472 New
OWP
1011
Obermeyer Wealth Partners
Colorado
$527K -$177 -3 -0%
AWA
1012
AGH Wealth Advisors
Kansas
$525K -$39.4K -668 -7%
BTI
1013
Blue Trust Inc
Georgia
$524K -$96.8K -1,640 -16%
MWM
1014
Mission Wealth Management
California
$524K +$61.4K +1,040 +14%
JCM
1015
Jag Capital Management
Missouri
$523K -$20.4K -345 -4%
WMA
1016
Wealth Management Associates
New Jersey
$521K -$19.5K -330 -4%
CWM
1017
Challenger Wealth Management
California
$519K -$7.38K -125 -1%
PP
1018
PDS Planning
Ohio
$519K +$65.6K +1,111 +16%
CAS
1019
CTC Alternative Strategies
Illinois
$518K +$486K +8,240 New
B
1020
Bailard
California
$517K +$59.5K +1,008 +14%
MIM
1021
Moseley Investment Management
Florida
$517K
GCP
1022
GSA Capital Partners
United Kingdom
$516K +$485K +8,208 New
LBC
1023
Lowe Brockenbrough & Co
Virginia
$516K -$22.8K -386 -4%
DWP
1024
Daymark Wealth Partners
Ohio
$515K +$156K +2,643 +48%
IWM
1025
IHT Wealth Management
Illinois
$514K -$91K -1,542 -16%

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.