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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 %
LSIA
1151
LaSalle St. Investment Advisors
Illinois
$334K +$1.57K +25 +0.5%
MCM
1152
Mengis Capital Management
Oregon
$329K -$12.6K -201 -4%
WPW
1153
Waldron Private Wealth
Pennsylvania
$327K – – –
CAS
1154
Coppell Advisory Solutions
Texas
$326K +$39.9K +637 +14%
FSA
1155
Fort Sheridan Advisors
Illinois
$326K – – –
VCM
1156
Versant Capital Management
Arizona
$325K +$6.6K +105 +2%
BPWM
1157
BCS Private Wealth Management
New Jersey
$325K +$325K +5,175 New
FCG
1158
Fielder Capital Group
Tennessee
$325K +$2.95K +47 +0.9%
FSC
1159
Full Sail Capital
Oklahoma
$324K +$324K +5,157 New
EIP
1160
Ellis Investment Partners
Pennsylvania
$323K -$3.71K -59 -1%
DSC
1161
Duncker Streett & Co
Missouri
$323K – – –
AAS
1162
Ameritas Advisory Services
Nebraska
$322K -$166K -2,638 -34%
TA
1163
Townsend & Associates
Colorado
$321K – – –
CL
1164
COWA LLC
Oklahoma
$321K -$90.6K -1,445 -22%
GSWM
1165
Golden State Wealth Management
California
$320K +$19.2K +306 +6%
Fisher Asset Management
1166
Fisher Asset Management
Washington
$320K -$153K -2,428 -32%
AIA
1167
Affinity Investment Advisors
California
$319K -$106K -1,684 -25%
SFC
1168
Sprinkle Financial Consultants
Colorado
$319K +$63 +1 +0%
MWA
1169
Meridian Wealth Advisors
Texas
$314K – – –
FMWA
1170
Forvis Mazars Wealth Advisors
Missouri
$314K +$12.7K +202 +4%
PP
1171
Patron Partners
Texas
$314K +$314K +4,994 New
RIA
1172
Retirement Investment Advisors
Oklahoma
$312K – – –
GIA
1173
Gladstone Institutional Advisory
Florida
$308K -$30.1K -479 -9%
SWM
1174
Spire Wealth Management
Virginia
$307K -$92K -1,465 -23%
LIM
1175
Leavell Investment Management
Alabama
$306K +$63 +1 +0%
45 46
47
48 49