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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
CFG
1026
Cooper Financial Group
California
$439K +$35.9K +627 +9%
MWA
1027
Mills Wealth Advisors
Texas
$438K +$419K +7,322 New
MWM
1028
Mission Wealth Management
California
$436K +$56.5K +987 +16%
KIM
1029
Kestra Investment Management
Texas
$433K -$266K -4,649 -39%
B
1030
Bailard
California
$432K +$414K +7,230 New
WF
1031
Welch & Forbes
Massachusetts
$431K +$413K +7,209 New
GAM
1032
Groupama Asset Management
France
$428K -$1.69M -29,440 -80%
SA
1033
Sovran Advisors
California
$427K +$63.6K +1,111 +18%
PP
1034
PDS Planning
Ohio
$427K +$27.2K +476 +7%
AAS
1035
Ameritas Advisory Services
Nebraska
$427K +$286 +5 +0.1%
NAMNJ
1036
NorthStar Asset Management (New Jersey)
New Jersey
$427K -$57.2K -1,000 -12%
NWM
1037
Napa Wealth Management
California
$422K -$7.73K -135 -2%
AA
1038
Argent Advisors
Louisiana
$421K -$1.7M -29,659 -81%
CWS
1039
Confluence Wealth Services
Pennsylvania
$420K +$630 +11 +0.2%
TFA
1040
Teamwork Financial Advisors
Texas
$415K -$11.7M -204,476 -97%
DLA
1041
Douglas Lane & Associates
New York
$415K +$397K +6,942 New
BPWM
1042
Badgley Phelps Wealth Managers
Washington
$414K -$56.6K -988 -12%
CCA
1043
Cottonwood Capital Advisors
Utah
$412K -$20.8K -363 -5%
FVWA
1044
Foster Victor Wealth Advisors
South Carolina
$412K +$7.44K +130 +2%
LFS
1045
Legacy Financial Strategies
Kansas
$411K -$744 -13 -0.2%
VFA
1046
Valeo Financial Advisors
Indiana
$409K +$24.7K +432 +7%
AIA
1047
Affinity Investment Advisors
California
$404K +$61.4K +1,072 +19%
OWM
1048
OneAscent Wealth Management
Alabama
$403K -$4.98K -87 -1%
DWT
1049
Dorsey & Whitney Trust
South Dakota
$399K +$18.7K +327 +5%
CWP
1050
Curated Wealth Partners
California
$399K +$61K +1,066 +19%

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.