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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
1051
Legacy Financial Strategies
Kansas
$571K +$10.3K +149 +2%
SFG
1052
SageGuard Financial Group
Tennessee
$571K -$41.5K -599 -7%
MWM
1053
Mission Wealth Management
California
$570K -$16.5K -239 -3%
LIP
1054
Lighthouse Investment Partners
Florida
$568K +$192K +2,777 +55%
FVWA
1055
Foster Victor Wealth Advisors
South Carolina
$567K +$3.19K +46 +0.6%
RC
1056
Rahlfs Capital
Texas
$566K
AWA
1057
Ark Wealth Advisors
California
$566K +$140K +2,022 +35%
WMA
1058
West Michigan Advisors
Michigan
$566K -$28.5K -411 -5%
MMA
1059
Miracle Mile Advisors
California
$565K -$23.2K -335 -4%
TC
1060
TownSquare Capital
Utah
$561K -$6.79K -98 -1%
PUI
1061
Purpose Unlimited Inc
$560K +$533K +7,695 New
HAG
1062
HighPoint Advisor Group
Illinois
$551K -$2.21M -31,920 -81%
GI
1063
Gradient Investments
Minnesota
$551K +$72.4K +1,045 +16%
DI
1064
Disciplined Investments
Oklahoma
$549K +$259K +3,747 +99%
WB
1065
WesBanco Bank
West Virginia
$548K
GPW
1066
Gentry Private Wealth
Kansas
$548K -$75.5K -1,091 -13%
CCC
1067
Chelsea Counsel Company
California
$547K
CG
1068
Clarus Group
Texas
$544K +$5.12K +74 +1%
CIA
1069
Cohen Investment Advisors
New Hampshire
$543K -$5.61K -81 -1%
Fisher Asset Management
1070
Fisher Asset Management
Washington
$542K +$123K +1,771 +31%
DWM
1071
Dakota Wealth Management
Florida
$542K -$853K -12,316 -62%
HR
1072
Hardy Reed
Mississippi
$539K +$110K +1,583 +27%
PL
1073
Perpetual Ltd
Australia
$539K +$83.1K +1,200 +19%
AA
1074
Advisory Alpha
Michigan
$538K +$94.4K +1,364 +23%
DCBT
1075
Dakota Community Bank & Trust
North Dakota
$535K -$10.3K -149 -2%

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.