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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
JCM
1051
Jacobi Capital Management
Pennsylvania
$395K -$7.67K -134 -2%
FFA
1052
Fi3 Financial Advisors
Indiana
$392K +$24.9K +435 +7%
BSTWA
1053
Blake Schutter Theil Wealth Advisors
Ohio
$391K
PFA
1054
Pinnacle Family Advisors
Missouri
$391K +$1.09K +19 +0.3%
SFI
1055
Susquehanna Fundamental Investments
Pennsylvania
$388K
CRC
1056
Curi RMB Capital
Illinois
$388K -$423K -7,386 -53%
JEST
1057
JTC Employer Solutions Trustee
Jersey
$387K
HW
1058
Hancock Whitney
Mississippi
$383K +$27.4K +479 +8%
RIA
1059
RPG Investment Advisory
California
$380K +$364K +6,360 New
JSW
1060
Journey Strategic Wealth
New Jersey
$380K -$17.9K -313 -5%
SWM
1061
Spire Wealth Management
Virginia
$380K +$112K +1,961 +45%
ONB
1062
Old National Bancorp
Indiana
$379K +$55.2K +965 +18%
CCA
1063
Childress Capital Advisors
Texas
$379K +$33.4K +584 +10%
FHA
1064
Flagship Harbor Advisors
Massachusetts
$375K +$5.32K +93 +2%
RFS
1065
Richardson Financial Services
Massachusetts
$374K -$9.5K -166 -3%
HR
1066
Hardy Reed
Mississippi
$373K
WAG
1067
Wallace Advisory Group
California
$371K -$117K -2,044 -23%
PIA
1068
Powell Investment Advisors
Florida
$371K
TAM
1069
Tocqueville Asset Management
New York
$371K
VA
1070
Valmark Advisers
Ohio
$370K -$1.77K -31 -0.5%
TPI
1071
Trust Point Inc
Wisconsin
$369K -$11K -192 -3%
HBW
1072
Hazlett, Burt & Watson
West Virginia
$368K
CAM
1073
Cidel Asset Management
Ontario, Canada
$368K -$34.6K -605 -9%
AA
1074
Alta Advisers
United Kingdom
$367K +$126K +2,200 +56%
PCP
1075
Proficio Capital Partners
Massachusetts
$365K +$4.41K +77 +1%

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.