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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1101
International Assets Investment Management
Florida
$508K +$3.9M +56,367 New
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$508K +$51.6K +745 +12%
HNWAG
1103
High Net Worth Advisory Group
Florida
$508K -$13.5K -195 -3%
CCMG
1104
Connecticut Capital Management Group
Connecticut
$507K -$138 -2 -0%
RCA
1105
Resonant Capital Advisors
Wisconsin
$507K -$10.8K -156 -2%
DLA
1106
Douglas Lane & Associates
New York
$505K -$1.39K -20 -0.3%
PFA
1107
Pinnacle Family Advisors
Missouri
$505K +$1.11K +16 +0.2%
CCA
1108
Cottonwood Capital Advisors
Utah
$502K
CWM
1109
Challenger Wealth Management
California
$502K -$22.4K -324 -4%
BPWM
1110
Badgley Phelps Wealth Managers
Washington
$498K -$91.6K -1,323 -16%
MA
1111
Montag & Associates
Georgia
$498K -$26.2K -378 -5%
AI
1112
Amplify Investments
Illinois
$496K
EFS
1113
Essex Financial Services
Connecticut
$495K -$498K -7,186 -51%
BFPW
1114
BOK Financial Private Wealth
Colorado
$494K -$65.2K -941 -12%
AWM
1115
Aprio Wealth Management
Georgia
$493K +$469K +6,774 New
IPAM
1116
Investment Partners Asset Management
New Jersey
$492K +$692 +10 +0.1%
IIC
1117
Ironwood Investment Counsel
Arizona
$491K
CCA
1118
Childress Capital Advisors
Texas
$490K -$66.8K -965 -13%
HT
1119
Headlands Technologies
Illinois
$488K +$465K +6,711 New
HPC
1120
HM Payson & Co
Maine
$488K
RFS
1121
Richardson Financial Services
Massachusetts
$486K -$6.58K -95 -1%
CAM
1122
Cidel Asset Management
Ontario, Canada
$484K +$66.3K +957 +17%
SCM
1123
SCS Capital Management
Massachusetts
$482K -$167K -2,411 -27%
NFSG
1124
Newbridge Financial Services Group
Florida
$481K +$68.7K +992 +18%
IFWM
1125
Institute for Wealth Management
Colorado
$481K +$13.5K +195 +3%

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.