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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
AC
1151
AXQ Capital
New Jersey
$295K +$282K +4,930 New
PPC
1152
Park Place Capital
Alabama
$294K -$35.4K -618 -11%
FPWM
1153
FSB Premier Wealth Management
Iowa
$292K +$11.5K +201 +4%
LIM
1154
Leavell Investment Management
Alabama
$291K +$57 +1 +0%
EBA
1155
Eagle Bay Advisors
New York
$290K -$12.7K -222 -4%
UPS
1156
UHLMANN PRICE SECURITIES
Illinois
$287K +$1.15K +20 +0.4%
FMWA
1157
Forvis Mazars Wealth Advisors
Missouri
$286K +$18.8K +328 +7%
GSWM
1158
Golden State Wealth Management
California
$286K +$23.5K +410 +9%
GVAG
1159
Great Valley Advisor Group
Delaware
$285K -$9.04K -158 -3%
PWPS
1160
Pinnacle Wealth Planning Services
Ohio
$284K +$31.8K +555 +13%
TWM
1161
Trueblood Wealth Management
Ohio
$284K
MFA
1162
Mayflower Financial Advisors
Massachusetts
$284K +$27.2K +475 +11%
FC
1163
Farringdon Capital
United Kingdom
$284K +$272K +4,745 New
VIM
1164
Vinva Investment Management
Australia
$283K -$567K -9,909 -67%
CLOS
1165
Compagnie Lombard Odier SCmA
Switzerland
$281K -$81.7K -1,428 -23%
MWM
1166
MinichMacGregor Wealth Management
New York
$278K +$42.2K +738 +19%
MBI
1167
May Barnhard Investments
Maryland
$278K
NCM
1168
Next Capital Management
New York
$278K
CHP
1169
Cable Hill Partners
Oregon
$277K +$1.6K +28 +0.6%
HIC
1170
Holderness Investments Company
North Carolina
$276K
FIB
1171
First Interstate Bank
Montana
$275K +$6.24K +109 +2%
Connor, Clark & Lunn Investment Management (CC&L)
1172
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274K +$263K +4,593 New
MWM
1173
Meridian Wealth Management
Kentucky
$273K +$262K +4,571 New
OAM
1174
Occidental Asset Management
California
$273K -$5.02M -87,659 -95%
LCM
1175
Laurion Capital Management
New York
$273K +$261K +4,560 New

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.