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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
DWP
1101
Daymark Wealth Partners
Ohio
$332K +$318K +5,553 New
TL
1102
Tradewinds LLC
North Carolina
$331K
YLHM
1103
Yelin Lapidot Holdings Management
Israel
$330K +$34.7K +607 +12%
E3F
1104
Eight 31 Financial
Texas
$330K -$84.5K -1,477 -21%
BWP
1105
Balboa Wealth Partners
Arizona
$329K -$269K -4,706 -46%
SPA
1106
Sherbrooke Park Advisers
New York
$329K +$22.9K +400 +8%
JBA
1107
Johnson Bixby & Associates
Washington
$329K
PCM
1108
Prelude Capital Management
New York
$329K +$315K +5,497 New
KIG
1109
Kessler Investment Group
Indiana
$327K +$313K +5,467 New
MCM
1110
Mengis Capital Management
Oregon
$325K -$8.59K -150 -3%
HFP
1111
Holistic Financial Partners
Indiana
$324K -$81.3K -1,420 -21%
WI
1112
WBI Investments
New Jersey
$323K +$309K +5,403 New
BBA
1113
Baader Bank Aktiengesellschaft
Germany
$323K -$9.39K -164 -3%
CM
1114
Capital Management
Virginia
$323K
WAM
1115
Walker Asset Management
Missouri
$322K +$2.58K +45 +0.8%
PCA
1116
Pallas Capital Advisors
Massachusetts
$322K +$79.5K +1,388 +35%
GIA
1117
Gladstone Institutional Advisory
Florida
$322K +$79.8K +1,394 +35%
WGAM
1118
Wilkinson Global Asset Management
New York
$320K
MPM
1119
MBB Public Markets
Illinois
$319K +$305K +5,335 New
LSIA
1120
LaSalle St. Investment Advisors
Illinois
$316K +$6.07K +106 +2%
TA
1121
Townsend & Associates
Colorado
$314K
BWG
1122
Berry Wealth Group
Texas
$312K -$31.3K -547 -9%
AG
1123
AlTi Global
New York
$312K +$299K +5,227 New
WPW
1124
Waldron Private Wealth
Pennsylvania
$311K -$270K -4,715 -48%
EIP
1125
Ellis Investment Partners
Pennsylvania
$311K +$2.46K +43 +0.8%

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.