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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
CAS
1176
Coppell Advisory Solutions
Texas
$272K +$216K +3,766 +473%
GM
1177
GeoWealth Management
Illinois
$272K -$72.2K -1,261 -22%
AF
1178
Advisornet Financial
Minnesota
$272K -$14.1K -246 -5%
PDL
1179
Portfolio Design Labs
California
$272K +$29.4K +514 +13%
SLC
1180
Second Line Capital
Louisiana
$271K +$2.92K +51 +1%
EC
1181
EntryPoint Capital
New York
$271K +$260K +4,534 New
ESB
1182
Essex Savings Bank
Connecticut
$271K +$40.1K +700 +18%
CP
1183
Castleview Partners
Texas
$268K +$10.5K +183 +4%
APW
1184
Aventura Private Wealth
Florida
$267K
AWM
1185
Aries Wealth Management
Maine
$267K
PFBT
1186
Parkside Financial Bank & Trust
Missouri
$266K +$16.3K +284 +7%
ADL
1187
Asset Dedication LLC
California
$266K
IWP
1188
Innova Wealth Partners
Pennsylvania
$265K +$14.7K +256 +6%
BMCM
1189
Bryn Mawr Capital Management
Pennsylvania
$265K +$253K +4,426 New
GIA
1190
Gateway Investment Advisers
Ohio
$263K +$22.4K +391 +10%
SI
1191
Severin Investments
Missouri
$263K +$11.7K +205 +5%
SCP
1192
Sivia Capital Partners
California
$263K +$26.2K +457 +12%
TA
1193
TFB Advisors
Kansas
$262K -$15.6K -272 -6%
BSSFA
1194
Baron Silver Stevens Financial Advisors
Florida
$260K
LCM
1195
LCM Capital Management
Illinois
$259K -$57 -1 -0%
MA
1196
MCF Advisors
Kentucky
$259K -$9.33K -163 -4%
KMWM
1197
Keudell/Morrison Wealth Management
Oregon
$258K -$45.5K -794 -16%
MAG
1198
Mayfair Advisory Group
Alabama
$258K
RIM
1199
RW Investment Management
Idaho
$258K
SG
1200
StoneX Group
New York
$257K +$21.8K +380 +10%

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.