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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
HS
1076
Horan Securities
United States
$365K -$287K -5,012 -45%
IFWM
1077
Institute for Wealth Management
Colorado
$364K -$2.86K -50 -0.8%
CT
1078
Chicago Trust
Illinois
$363K +$38.6K +675 +13%
IPAM
1079
Investment Partners Asset Management
New Jersey
$360K -$86K -1,503 -20%
WAP
1080
Wealthcare Advisory Partners
Pennsylvania
$359K -$9.9K -173 -3%
CCG
1081
Cypress Capital Group
Florida
$359K
MMA
1082
Miracle Mile Advisors
California
$357K +$342K +5,978 New
KA
1083
Kovack Advisors
Florida
$357K -$43.7K -763 -11%
DIP
1084
Davis Investment Partners
North Carolina
$356K +$51.1K +893 +17%
BW
1085
BXM Wealth
Colorado
$355K
MCCA
1086
Mill Creek Capital Advisors
Pennsylvania
$353K -$63.3K -1,105 -16%
AWA
1087
Aaron Wealth Advisors
Illinois
$352K +$46.5K +813 +16%
PCH
1088
PGIM Custom Harvest
New Jersey
$352K +$6.98K +122 +2%
JCM
1089
Jacobsen Capital Management
Utah
$351K +$916 +16 +0.3%
MFWP
1090
Mosaic Family Wealth Partners
Missouri
$351K -$64.9K -1,134 -16%
PWP
1091
Principle Wealth Partners
Connecticut
$347K -$6.53K -114 -2%
TCBWMS
1092
Texas Capital Bank Wealth Management Services
Texas
$347K +$332K +5,801 New
XF
1093
XML Financial
Maryland
$347K -$89.5K -1,563 -21%
RCA
1094
Resonant Capital Advisors
Wisconsin
$343K +$21.9K +383 +7%
BONH
1095
Bank of New Hampshire
New Hampshire
$343K -$13.5K -235 -4%
MWM
1096
Modera Wealth Management
New Jersey
$343K +$51.2K +894 +18%
WMA
1097
West Michigan Advisors
Michigan
$342K -$171K -2,986 -34%
AFT
1098
Alpha Family Trust
California
$342K
ICP
1099
Interchange Capital Partners
Pennsylvania
$337K +$5.32K +93 +2%
LP
1100
LMR Partners
United Kingdom
$335K

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.