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Williams Companies

1,610 hedge funds and large institutions have $66.3B invested in Williams Companies in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 655 increasing their positions, 582 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $446M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 582

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

1% less capital invested

Capital invested by funds: $67B → $66.3B (-$722M)

1% less funds holding

Funds holding: 1,6301,610 (-20)

1.8% less ownership

Funds ownership: 87.56%85.76% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 5144 (-7)

Holders
1,610
Holders Change
-20
Holders Change %
-1.23%
% of All Funds
21.13%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.58%
New
126
Increased
655
Reduced
582
Closed
117
Calls
$446M
Puts
$209M
Net Calls
+$238M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
1001
Legacy Financial Strategies
Kansas
$486K +$6.69K +114 +2%
JSAM
1002
J. Safra Asset Management
New York
$486K +$200K +3,403 +80%
CB
1003
Cadence Bank
Mississippi
$485K -$61.5K -1,048 -12%
CWM
1004
Challenger Wealth Management
California
$483K -$37.6K -641 -8%
BPWM
1005
Badgley Phelps Wealth Managers
Washington
$483K
CCA
1006
Childress Capital Advisors
Texas
$481K +$16.7K +285 +4%
MMA
1007
Miracle Mile Advisors
California
$480K -$22.1K -377 -5%
HIS
1008
Harvest Investment Services
Illinois
$479K -$171K -2,907 -28%
BRWA
1009
B. Riley Wealth Advisors
Florida
$479K +$95.5K +1,627 +27%
WB
1010
WesBanco Bank
West Virginia
$478K -$16.2K -276 -4%
CFA
1011
Cahill Financial Advisors
Minnesota
$478K -$822 -14 -0.2%
CCC
1012
Chelsea Counsel Company
California
$476K +$704 +12 +0.2%
CI
1013
Cambiar Investors
Colorado
$475K -$117K -2,002 -21%
LFGO
1014
Legacy Financial Group (Oklahoma)
Oklahoma
$468K -$231K -3,944 -35%
ICP
1015
Interchange Capital Partners
Pennsylvania
$468K +$86.5K +1,474 +25%
HPC
1016
HM Payson & Co
Maine
$468K -$19.1K -326 -4%
CG
1017
Clarus Group
Texas
$468K +$469 +8 +0.1%
PWP
1018
Principle Wealth Partners
Connecticut
$467K +$3.23K +55 +0.8%
PCM
1019
Parsons Capital Management
Rhode Island
$466K -$12.6K -215 -3%
NAMNJ
1020
NorthStar Asset Management (New Jersey)
New Jersey
$464K +$20.5K +349 +5%
HI
1021
Harbour Investments
Wisconsin
$464K +$94.4K +1,609 +28%
BFM
1022
Boothbay Fund Management
New York
$462K +$428K +7,286 New
HNWAG
1023
High Net Worth Advisory Group
Florida
$460K -$170K -2,894 -29%
PCA
1024
Pallas Capital Advisors
Massachusetts
$459K -$210K -3,573 -33%
OWM
1025
OneAscent Wealth Management
Alabama
$458K -$8.04K -137 -2%

WMB Hedge Fund Activity: Q3 2025 in Review

1,610 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2025, worth a combined $66.3B — down 1.1% from $67B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WMB positions and 117 closed out — a net gain of 9 holders — while 655 added to existing stakes and 582 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $391M. The largest seller was Brookfield Corp, cutting an estimated $357M.

  • 1,610 institutional investors held Williams Companies (WMB) as of Q3 2025, down from 1,630 in Q2 2025.
  • Funds reported $66.3B of Williams Companies stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 126 funds opened new Williams Companies positions in Q3 2025 and 117 closed out, a net change of +9 holders.
  • The largest Williams Companies buyer in Q3 2025 was Wellington Management Group, an estimated $391M added.
  • The largest Williams Companies seller in Q3 2025 was Brookfield Corp, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2025.