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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
AWM
1226
Accel Wealth Management
Iowa
$242K -$51.9K -906 -18%
DTL
1227
Dynamic Technology Lab
Singapore
$242K -$1.5M -26,170 -87%
PIFP
1228
Partners in Financial Planning
Virginia
$242K
DE
1229
Diversified Enterprises
Delaware
$242K +$232K +4,045 New
AC
1230
Apella Capital
Connecticut
$242K +$13.6K +237 +6%
BA
1231
Bridgewater Advisors
New York
$241K +$231K +4,041 New
SCM
1232
Stevens Capital Management
Pennsylvania
$241K +$231K +4,035 New
RIG
1233
RiverFront Investment Group
Virginia
$241K +$231K +4,028 New
RT
1234
Rockland Trust
Massachusetts
$240K -$2.98K -52 -1%
PWP
1235
Pursue Wealth Partners
California
$239K
CI
1236
Corient IA
Florida
$239K +$229K +4,000 New
BAM
1237
Belpointe Asset Management
Nevada
$239K -$54.5K -952 -19%
PSFG
1238
Park Square Financial Group
Georgia
$239K +$4.35K +76 +2%
JSAM
1239
J. Safra Asset Management
New York
$238K +$228K +3,990 New
LSA
1240
Leonteq Securities AG
Switzerland
$238K -$2.86K -50 -1%
PJWM
1241
Philip James Wealth Mangement
Georgia
$237K -$19.9K -347 -8%
CMS
1242
Capital Market Strategies
Florida
$236K +$226K +3,951 New
PCP
1243
Perbak Capital Partners
United Kingdom
$236K +$226K +3,942 New
KA
1244
Kozak & Associates
Colorado
$234K +$1.83K +32 +0.8%
OAM
1245
Ostrum Asset Management
France
$234K -$5.95K -104 -3%
BP
1246
BWM Planning
Texas
$234K +$2.06K +36 +0.9%
WFI
1247
West Family Investments
California
$233K -$292K -5,096 -57%
EAM
1248
Everstar Asset Management
North Carolina
$232K -$87.6K -1,530 -28%
EFSCE
1249
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$2.86K -50 -1%
SI
1250
Seeds Investor
New York
$231K -$24.8K -434 -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.