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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 %
FVWA
1076
Foster Victor Wealth Advisors
South Carolina
$425K +$2.84K +49 +0.7%
EP
1077
Edgestream Partners
New Jersey
$422K -$10.7M -170,729 -96%
IPAM
1078
Investment Partners Asset Management
New Jersey
$421K +$42.4K +675 +11%
WAG
1079
Wallace Advisory Group
California
$420K +$10.5K +176 +3%
CWP
1080
Curated Wealth Partners
California
$419K – – –
JCM
1081
Jacobi Capital Management
Pennsylvania
$417K +$2.14K +34 +0.5%
CMS
1082
Capital Market Strategies
Florida
$415K +$166K +2,650 +67%
HS
1083
Horan Securities
United States
$413K +$29.6K +471 +8%
VFA
1084
Valeo Financial Advisors
Indiana
$411K -$19K -303 -4%
PFA
1085
Pinnacle Family Advisors
Missouri
$409K -$1.25K -20 -0.3%
SFI
1086
Susquehanna Fundamental Investments
Pennsylvania
$408K – – –
JEST
1087
JTC Employer Solutions Trustee
Jersey
$406K – – –
WAP
1088
Wealthcare Advisory Partners
Pennsylvania
$404K +$26.9K +428 +7%
VA
1089
Valmark Advisers
Ohio
$404K +$14.9K +238 +4%
PCP
1090
Proficio Capital Partners
Massachusetts
$404K +$19.7K +314 +5%
FC
1091
FORA Capital
Florida
$401K -$537K -8,548 -57%
HR
1092
Hardy Reed
Mississippi
$398K +$5.65K +90 +1%
FHA
1093
Flagship Harbor Advisors
Massachusetts
$394K +$63 +1 +0%
MFA
1094
Mayflower Financial Advisors
Massachusetts
$394K +$95.4K +1,519 +32%
CAU
1095
Caxton Associates (UK)
$392K +$392K +6,245 New
AG
1096
AlTi Global
New York
$391K +$63.2K +1,008 +19%
NWM
1097
Napa Wealth Management
California
$390K -$53.3K -849 -12%
PIA
1098
Powell Investment Advisors
Florida
$390K – – –
TAM
1099
Tocqueville Asset Management
New York
$389K – – –
IFWM
1100
Institute for Wealth Management
Colorado
$388K +$5.15K +82 +1%
42 43
44
45 46