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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
DSC
1176
Duncker Streett & Co
Missouri
$323K
AAS
1177
Ameritas Advisory Services
Nebraska
$322K -$156K -2,638 -34%
TA
1178
Townsend & Associates
Colorado
$321K
CL
1179
COWA LLC
Oklahoma
$321K -$85.3K -1,445 -22%
GSWM
1180
Golden State Wealth Management
California
$320K +$18.1K +306 +6%
Fisher Asset Management
1181
Fisher Asset Management
Washington
$320K -$143K -2,428 -32%
AIA
1182
Affinity Investment Advisors
California
$319K -$99.4K -1,684 -25%
SFC
1183
Sprinkle Financial Consultants
Colorado
$319K +$59 +1 +0%
MWA
1184
Meridian Wealth Advisors
Texas
$314K
FMWA
1185
Forvis Mazars Wealth Advisors
Missouri
$314K +$11.9K +202 +4%
PP
1186
Patron Partners
Texas
$314K +$295K +4,994 New
RIA
1187
Retirement Investment Advisors
Oklahoma
$312K
GIA
1188
Gladstone Institutional Advisory
Florida
$308K -$28.3K -479 -9%
SWM
1189
Spire Wealth Management
Virginia
$307K -$86.5K -1,465 -23%
LIM
1190
Leavell Investment Management
Alabama
$306K +$59 +1 +0%
BHBT
1191
Burke & Herbert Bank & Trust
Virginia
$305K +$287K +4,855 New
SLC
1192
Second Line Capital
Louisiana
$304K +$17.8K +302 +7%
AC
1193
Avestar Capital
New York
$303K -$11.7K -198 -4%
AL
1194
Aspiriant LLC
California
$303K +$285K +4,820 New
PFBT
1195
Parkside Financial Bank & Trust
Missouri
$302K +$20.9K +354 +8%
BHPW
1196
Beverly Hills Private Wealth
California
$302K -$13.5K -229 -5%
SSG
1197
Summit Securities Group
New York
$302K +$284K +4,809 New
WIC
1198
Woodmont Investment Counsel
Tennessee
$302K +$284K +4,804 New
MA
1199
McBroom & Associates
Nevada
$302K
BW
1200
Blalock Williams
Alabama
$301K -$11.2K -190 -4%

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.