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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1101
Susquehanna Fundamental Investments
Pennsylvania
$408K
JEST
1102
JTC Employer Solutions Trustee
Jersey
$406K
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$404K +$25.3K +428 +7%
VA
1104
Valmark Advisers
Ohio
$404K +$14.1K +238 +4%
PCP
1105
Proficio Capital Partners
Massachusetts
$404K +$18.5K +314 +5%
IFG
1106
Independent Financial Group
California
$402K +$133K +2,260 +55%
FC
1107
FORA Capital
Florida
$401K -$505K -8,548 -57%
HR
1108
Hardy Reed
Mississippi
$398K +$5.31K +90 +1%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$394K +$59 +1 +0%
MFA
1110
Mayflower Financial Advisors
Massachusetts
$394K +$89.7K +1,519 +32%
CAU
1111
Caxton Associates (UK)
$392K +$369K +6,245 New
AG
1112
AlTi Global
New York
$391K +$59.5K +1,008 +19%
NWM
1113
Napa Wealth Management
California
$390K -$50.1K -849 -12%
PIA
1114
Powell Investment Advisors
Florida
$390K
TAM
1115
Tocqueville Asset Management
New York
$389K
IFWM
1116
Institute for Wealth Management
Colorado
$388K +$4.84K +82 +1%
AG
1117
Algert Global
California
$388K +$364K +6,170 New
HBW
1118
Hazlett, Burt & Watson
West Virginia
$387K
HFP
1119
Holistic Financial Partners
Indiana
$387K +$42.9K +727 +13%
AA
1120
Alta Advisers
United Kingdom
$386K
LA
1121
LVW Advisors
New York
$386K +$363K +6,144 New
SA
1122
Sovran Advisors
California
$385K -$36.5K -618 -8%
AGM
1123
Alpine Global Management
New York
$384K +$361K +6,121 New
ASG
1124
Ariston Services Group
California
$382K -$112K -1,904 -24%
MWM
1125
Modera Wealth Management
New Jersey
$382K +$20.1K +341 +6%

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.