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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1226
Pitcairn Wealth Advisors
Pennsylvania
$371K
CWM
1227
Cornerstone Wealth Management
Missouri
$370K +$68.2K +985 +24%
CF
1228
Claris Financial
Virginia
$370K +$19.4K +280 +6%
SFC
1229
Sprinkle Financial Consultants
Colorado
$370K -$1.18K -17 -0.3%
MWA
1230
Meridian Wealth Advisors
Texas
$370K +$5.33K +77 +2%
SFO
1231
Stokes Family Office
Louisiana
$369K -$24.3K -351 -6%
LFA
1232
Legacy Financial Advisors
Kentucky
$369K +$16.5K +239 +5%
EAM
1233
Empirical Asset Management
Massachusetts
$369K +$351K +5,065 New
SLC
1234
Second Line Capital
Louisiana
$369K +$28.8K +416 +9%
CL
1235
COWA LLC
Oklahoma
$365K +$22.2K +320 +7%
AFG
1236
American Financial Group
Ohio
$364K
MCM
1237
Mengis Capital Management
Oregon
$363K
AHL
1238
Abel Hall LLC
Louisiana
$361K +$18K +260 +6%
GIA
1239
Gladstone Institutional Advisory
Florida
$361K +$7.48K +108 +2%
VF
1240
Virtu Financial
New York
$360K +$343K +4,948 New
OIMU
1241
Osmosis Investment Management UK
United Kingdom
$358K +$341K +4,922 New
DE
1242
Diversified Enterprises
Delaware
$357K -$114K -1,652 -25%
KIM
1243
Kestra Investment Management
Texas
$355K +$338K +4,884 New
FCG
1244
Fielder Capital Group
Tennessee
$355K +$4.29K +62 +1%
EIP
1245
Ellis Investment Partners
Pennsylvania
$354K +$2.35K +34 +0.7%
FFA
1246
Fi3 Financial Advisors
Indiana
$354K -$75K -1,083 -18%
BHBT
1247
Burke & Herbert Bank & Trust
Virginia
$353K
GAMC
1248
Garner Asset Management Corp
Texas
$353K -$6.92K -100 -2%
AA
1249
Alta Advisers
United Kingdom
$353K
EAN
1250
Excelsior Advisor Network
Colorado
$353K +$3.88K +56 +1%

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.