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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 %
AG
1101
Algert Global
California
$388K +$388K +6,170 New
HBW
1102
Hazlett, Burt & Watson
West Virginia
$387K – – –
HFP
1103
Holistic Financial Partners
Indiana
$387K +$45.7K +727 +13%
AA
1104
Alta Advisers
United Kingdom
$386K – – –
LA
1105
LVW Advisors
New York
$386K +$386K +6,144 New
SA
1106
Sovran Advisors
California
$385K -$35.7K -618 -8%
AGM
1107
Alpine Global Management
New York
$384K +$384K +6,121 New
MWM
1108
Modern Wealth Management
Kansas
$382K +$172K +2,732 +82%
ASG
1109
Ariston Services Group
California
$382K -$120K -1,904 -24%
MWM
1110
Modera Wealth Management
New Jersey
$382K +$21.4K +341 +6%
SCM
1111
Sage Capital Management
New Jersey
$381K -$233K -3,711 -38%
AWA
1112
Aaron Wealth Advisors
Illinois
$381K +$10.7K +170 +3%
WWM
1113
Wagner Wealth Management
South Carolina
$379K +$379K +6,033 New
TWM
1114
Trueblood Wealth Management
Ohio
$379K +$80.6K +1,283 +27%
CCG
1115
Cypress Capital Group
Florida
$377K – – –
TFS
1116
Thoroughbred Financial Services
Tennessee
$375K -$748K -11,924 -67%
JCM
1117
Jacobsen Capital Management
Utah
$373K +$3.96K +63 +1%
BRWA
1118
B. Riley Wealth Advisors
Florida
$373K +$373K +5,936 New
BW
1119
BXM Wealth
Colorado
$373K – – –
ICP
1120
Interchange Capital Partners
Pennsylvania
$371K +$16.9K +269 +5%
IA
1121
Integrity Alliance
Iowa
$369K -$230K -3,664 -38%
RFS
1122
Richardson Financial Services
Massachusetts
$369K +$646 +11 +0.2%
MCCA
1123
Mill Creek Capital Advisors
Pennsylvania
$368K -$2.83K -45 -0.8%
BWG
1124
Berry Wealth Group
Texas
$367K +$38.8K +618 +12%
DIP
1125
Davis Investment Partners
North Carolina
$364K – – –
43 44
45
46 47