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Williams Companies

1,610 hedge funds and large institutions have $66.3B invested in Williams Companies in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 655 increasing their positions, 582 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $446M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 582

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

1% less capital invested

Capital invested by funds: $67B → $66.3B (-$722M)

1% less funds holding

Funds holding: 1,6301,610 (-20)

1.8% less ownership

Funds ownership: 87.56%85.76% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 5144 (-7)

Holders
1,610
Holders Change
-20
Holders Change %
-1.23%
% of All Funds
21.13%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.58%
New
126
Increased
655
Reduced
582
Closed
117
Calls
$446M
Puts
$209M
Net Calls
+$238M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1051
Avestar Capital
New York
$425K +$110K +1,876 +39%
AG
1052
AlTi Global
New York
$425K +$27.4K +467 +7%
IPAM
1053
Investment Partners Asset Management
New Jersey
$424K
SW
1054
SVB Wealth
Massachusetts
$424K -$74.7K -1,273 -16%
JCM
1055
Jacobi Capital Management
Pennsylvania
$423K +$2.29K +39 +0.6%
IFG
1056
Independent Financial Group
California
$422K +$15.1K +257 +4%
GSWM
1057
Golden State Wealth Management
California
$421K +$90.7K +1,546 +30%
TCBWMS
1058
Texas Capital Bank Wealth Management Services
Texas
$420K -$17.1K -292 -4%
WF
1059
Welch & Forbes
Massachusetts
$417K -$54.8K -934 -12%
VA
1060
Valmark Advisers
Ohio
$416K +$7.51K +128 +2%
WIC
1061
Woodmont Investment Counsel
Tennessee
$415K +$102K +1,746 +36%
FFA
1062
Fi3 Financial Advisors
Indiana
$412K -$46.7K -796 -11%
FNBT
1063
FineMark National Bank & Trust
Florida
$412K -$170K -2,894 -31%
SFI
1064
Susquehanna Fundamental Investments
Pennsylvania
$412K
RFS
1065
Richardson Financial Services
Massachusetts
$411K +$12.4K +211 +3%
JEST
1066
JTC Employer Solutions Trustee
Jersey
$410K
XF
1067
XML Financial
Maryland
$407K +$36.7K +625 +11%
DSCM
1068
Del-Sette Capital Management
New York
$402K -$2.87M -48,865 -89%
FMWA
1069
Forvis Mazars Wealth Advisors
Missouri
$399K +$76.4K +1,302 +26%
BW
1070
BXM Wealth
Colorado
$396K +$18.7K +318 +5%
DIP
1071
Davis Investment Partners
North Carolina
$395K
PIA
1072
Powell Investment Advisors
Florida
$393K
PL
1073
Perpetual Ltd
Australia
$393K +$364K +6,202 New
HBW
1074
Hazlett, Burt & Watson
West Virginia
$390K
AA
1075
Alta Advisers
United Kingdom
$390K