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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1051
First Western Trust Bank
Colorado
$482K -$7.14K -121 -2%
SW
1052
Simplicity Wealth
New Jersey
$480K +$231K +3,917 +105%
BPWM
1053
Badgley Phelps Wealth Managers
Washington
$479K +$40.8K +691 +10%
CGL
1054
Clarius Group LLC
Washington
$478K -$38.3K -648 -8%
PCM
1055
Parsons Capital Management
Rhode Island
$475K
LFS
1056
Legacy Financial Strategies
Kansas
$475K +$40.1K +680 +10%
CFA
1057
Cahill Financial Advisors
Minnesota
$474K -$129K -2,190 -22%
HW
1058
Hancock Whitney
Mississippi
$472K +$65.1K +1,102 +17%
WF
1059
Welch & Forbes
Massachusetts
$472K +$17.7K +300 +4%
CCC
1060
Chelsea Counsel Company
California
$471K
CG
1061
Clarus Group
Texas
$464K +$531 +9 +0.1%
OWM
1062
OneAscent Wealth Management
Alabama
$463K +$36.6K +620 +9%
MWA
1063
Mills Wealth Advisors
Texas
$460K
PWP
1064
Principle Wealth Partners
Connecticut
$459K +$88.9K +1,505 +26%
RCA
1065
Resonant Capital Advisors
Wisconsin
$459K +$92.5K +1,566 +27%
CCA
1066
Childress Capital Advisors
Texas
$459K +$57.3K +970 +15%
CFG
1067
Cooper Financial Group
California
$459K -$2.72K -46 -0.6%
FFA
1068
Fi3 Financial Advisors
Indiana
$459K +$43.9K +744 +11%
SIC
1069
Sterling Investment Counsel
New York
$457K -$42.9K -727 -9%
APP
1070
Avantax Planning Partners
Iowa
$454K -$18.9K -320 -4%
GAM
1071
Groupama Asset Management
France
$453K
CWS
1072
Confluence Wealth Services
Pennsylvania
$452K +$649 +11 +0.2%
DCBT
1073
Dakota Community Bank & Trust
North Dakota
$451K -$70.1K -1,188 -14%
MWM
1074
Modern Wealth Management
Kansas
$451K +$226K +3,827 +114%
IAS
1075
Insigneo Advisory Services
Florida
$451K -$60.4K -1,023 -12%

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.