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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+54
Holders Change %
+3.49%
% of All Funds
21.46%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
83
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
1226
Aurora Private Wealth
New Jersey
$266K +$2.2K +35 +0.8%
AI
1227
ArchPoint Investors
Florida
$264K – – –
KWA
1228
Kellett Wealth Advisors
Ohio
$264K +$264K +4,200 New
GIA
1229
Gateway Investment Advisers
Ohio
$262K -$14.6K -233 -5%
CSIC
1230
Clifford Swan Investment Counsel
California
$262K +$251 +4 +0.1%
WWM
1231
Western Wealth Management
Colorado
$261K +$32.6K +519 +14%
BP
1232
BWM Planning
Texas
$261K +$15.6K +249 +6%
PA
1233
Perennial Advisors
New York
$260K – – –
RFA
1234
Resurgent Financial Advisors
Georgia
$260K -$7.47K -119 -3%
LFG
1235
Lockerman Financial Group
California
$259K – – –
CC
1236
Cornerstone Capital
California
$259K – – –
KI
1237
Keystone Investors
Singapore
$258K -$1.32M -21,025 -84%
AC
1238
Apella Capital
Connecticut
$258K +$7.19K +123 +3%
RIG
1239
RiverFront Investment Group
Virginia
$257K +$3.64K +58 +1%
DE
1240
Diversified Enterprises
Delaware
$257K +$2.45K +39 +1%
AAIS
1241
ABN AMRO Investment Solutions
$256K – – –
KMWM
1242
Keudell/Morrison Wealth Management
Oregon
$256K -$15K -239 -6%
GI
1243
GLOBALT Investments
Georgia
$256K – – –
AF
1244
Advisornet Financial
Minnesota
$256K -$29.8K -475 -10%
AWM
1245
Accel Wealth Management
Iowa
$255K +$440 +7 +0.2%
MWM
1246
MGB Wealth Management
Texas
$255K +$255K +4,060 New
PIFP
1247
Partners in Financial Planning
Virginia
$254K – – –
PSFG
1248
Park Square Financial Group
Georgia
$253K +$2.14K +34 +0.9%
BB
1249
Busey Bank
Illinois
$252K -$16.3K -260 -6%
RT
1250
Rockland Trust
Massachusetts
$252K – – –
48 49
50
51 52