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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
SCM
1126
Sage Capital Management
New Jersey
$381K -$219K -3,711 -38%
AWA
1127
Aaron Wealth Advisors
Illinois
$381K +$10K +170 +3%
WWMSC
1128
Wagner Wealth Management (South Carolina)
South Carolina
$379K +$356K +6,033 New
TWM
1129
Trueblood Wealth Management
Ohio
$379K +$75.7K +1,283 +27%
CCG
1130
Cypress Capital Group
Florida
$377K
TFS
1131
Thoroughbred Financial Services
Tennessee
$375K -$704K -11,924 -67%
JCM
1132
Jacobsen Capital Management
Utah
$373K +$3.72K +63 +1%
BRWA
1133
B. Riley Wealth Advisors
Florida
$373K +$350K +5,936 New
BW
1134
BXM Wealth
Colorado
$373K
ICP
1135
Interchange Capital Partners
Pennsylvania
$371K +$15.9K +269 +5%
IA
1136
Integrity Alliance
Iowa
$369K -$216K -3,664 -38%
RFS
1137
Richardson Financial Services
Massachusetts
$369K +$649 +11 +0.2%
MCCA
1138
Mill Creek Capital Advisors
Pennsylvania
$368K -$2.66K -45 -0.8%
BWG
1139
Berry Wealth Group
Texas
$367K +$36.5K +618 +12%
DIP
1140
Davis Investment Partners
North Carolina
$364K
XF
1141
XML Financial
Maryland
$364K
PCH
1142
PGIM Custom Harvest
New Jersey
$364K -$5.67K -96 -2%
KA
1143
Kovack Advisors
Florida
$361K -$12.9K -219 -4%
MFWP
1144
Mosaic Family Wealth Partners
Missouri
$359K -$8.74K -148 -3%
AFT
1145
Alpha Family Trust
California
$359K
BONH
1146
Bank of New Hampshire
New Hampshire
$359K -$1.48K -25 -0.4%
HI
1147
Harbour Investments
Wisconsin
$359K +$39.4K +667 +13%
CAM
1148
Cidel Asset Management
Ontario, Canada
$357K -$27.5K -466 -8%
PCS
1149
Personal CFO Solutions
New Jersey
$354K +$29.8K +505 +10%
BWP
1150
Balboa Wealth Partners
Arizona
$352K +$6.32K +107 +2%

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.