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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+54
Holders Change %
+3.49%
% of All Funds
21.46%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
83
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
1051
Mills Wealth Advisors
Texas
$460K – – –
PWP
1052
Principle Wealth Partners
Connecticut
$459K +$94.5K +1,505 +26%
RCA
1053
Resonant Capital Advisors
Wisconsin
$459K +$98.4K +1,566 +27%
CCA
1054
Childress Capital Advisors
Texas
$459K +$60.9K +970 +15%
CFG
1055
Cooper Financial Group
California
$459K -$2.89K -46 -0.6%
FFA
1056
Fi3 Financial Advisors
Indiana
$459K +$46.7K +744 +11%
SIC
1057
Sterling Investment Counsel
New York
$457K -$45.7K -727 -9%
APP
1058
Avantax Planning Partners
Iowa
$454K -$20.1K -320 -4%
GAM
1059
Groupama Asset Management
France
$453K – – –
CWS
1060
Confluence Wealth Services
Pennsylvania
$452K +$691 +11 +0.2%
IAS
1061
Insigneo Advisory Services
Florida
$451K -$64.3K -1,023 -12%
FWA
1062
FSM Wealth Advisors
Ohio
$449K +$449K +7,674 New
TIAA Trust, National Association
1063
TIAA Trust, National Association
North Carolina
$448K -$43.4K -691 -9%
MS
1064
Madden Securities
Texas
$443K -$3.42M -54,470 -89%
AA
1065
Argent Advisors
Louisiana
$442K – – –
NAMNJ
1066
NorthStar Asset Management (New Jersey)
New Jersey
$439K -$10.1K -160 -2%
ET
1067
Equitable Trust
Tennessee
$438K -$191K -3,048 -30%
HT
1068
Headlands Technologies
Illinois
$437K +$386K +6,152 +770%
BBA
1069
Baader Bank Aktiengesellschaft
Germany
$436K +$106K +1,734 +32%
DLA
1070
Douglas Lane & Associates
New York
$436K – – –
PCP
1071
Perbak Capital Partners
United Kingdom
$435K +$188K +2,990 +76%
TCBWMS
1072
Texas Capital Bank Wealth Management Services
Texas
$435K +$70.5K +1,123 +19%
CCA
1073
Cottonwood Capital Advisors
Utah
$434K – – –
PWPS
1074
Pinnacle Wealth Planning Services
Ohio
$433K +$135K +2,146 +45%
RC
1075
Rahlfs Capital
Texas
$426K +$426K +6,775 New
41 42
43
44 45