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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
LFA
1201
Legacy Financial Advisors
Kentucky
$299K +$41.3K +699 +17%
AIM
1202
Anchor Investment Management
South Carolina
$297K -$156K -2,650 -36%
GM
1203
GeoWealth Management
Illinois
$296K +$9.03K +153 +3%
BSHC
1204
Breed's Hill Capital
Massachusetts
$295K +$63.5K +1,075 +30%
RE
1205
Rydar Equities
Texas
$295K +$277K +4,690 New
DWT
1206
Dorsey & Whitney Trust
South Dakota
$293K -$119K -2,012 -30%
EBA
1207
Eagle Bay Advisors
New York
$292K -$12.1K -205 -4%
MBI
1208
May Barnhard Investments
Maryland
$292K
NCM
1209
Next Capital Management
New York
$292K
Koshinski Asset Management
1210
Koshinski Asset Management
Illinois
$291K +$274K +4,641 New
TFA
1211
Teamwork Financial Advisors
Texas
$291K -$136K -2,304 -33%
SCP
1212
Sivia Capital Partners
California
$291K +$14.3K +242 +6%
LMKC
1213
L.M. Kohn & Company
Ohio
$290K -$28K -475 -9%
GVAG
1214
Great Valley Advisor Group
Delaware
$290K -$9.09K -154 -3%
FIB
1215
First Interstate Bank
Montana
$289K
AGWCA
1216
Annis Gardner Whiting Capital Advisors
Florida
$289K +$62.2K +1,054 +30%
1C
1217
111 Capital
France
$289K -$642K -10,867 -70%
OAM
1218
Occidental Asset Management
California
$288K +$1.18K +20 +0.4%
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$287K +$8.91K +151 +3%
FPWM
1220
FSB Premier Wealth Management
Iowa
$283K -$22.2K -376 -8%
AWM
1221
Avior Wealth Management
Nebraska
$282K +$14.6K +247 +6%
LCM
1222
LCM Capital Management
Illinois
$282K +$8.8K +149 +3%
APW
1223
Aventura Private Wealth
Florida
$281K
TNB
1224
Thomasville National Bank
Georgia
$280K -$43.7K -741 -14%
AWM
1225
Aries Wealth Management
Maine
$280K

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.