We are live on ! Find out more
WMB icon

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
ADL
1226
Asset Dedication LLC
California
$280K
MAWA
1227
Moss Adams Wealth Advisors
Washington
$278K +$261K +4,420 New
IWP
1228
Innova Wealth Partners
Pennsylvania
$277K -$1.42K -24 -0.5%
ESB
1229
Essex Savings Bank
Connecticut
$277K -$7.08K -120 -3%
CP
1230
Castleview Partners
Texas
$277K -$5.02K -85 -2%
BCG
1231
BayBridge Capital Group
California
$276K +$16.2K +275 +7%
SI
1232
Severin Investments
Missouri
$276K
CPRC
1233
Consolidated Portfolio Review Corp
New York
$274K +$7.73K +131 +3%
PA
1234
PFG Advisors
Arizona
$273K +$257K +4,354 New
MPM
1235
MBB Public Markets
Illinois
$273K -$58K -982 -18%
ACM
1236
AlphaStar Capital Management
North Carolina
$273K +$257K +4,347 New
MA
1237
MCF Advisors
Kentucky
$272K +$413 +7 +0.2%
APW
1238
Austin Private Wealth
Texas
$272K +$8.09K +137 +3%
RIM
1239
RW Investment Management
Idaho
$271K
Kayne Anderson Rudnick Investment Management
1240
Kayne Anderson Rudnick Investment Management
California
$271K +$244K +4,126 +2,218%
PPC
1241
Park Place Capital
Alabama
$270K -$19.1K -323 -7%
JSAM
1242
J. Safra Asset Management
New York
$268K +$16.3K +276 +7%
GPI
1243
General Partner Inc
Pennsylvania
$268K
MA
1244
Mutual Advisors
Nebraska
$267K +$69K +1,168 +34%
E3F
1245
Eight 31 Financial
Texas
$266K -$75.8K -1,284 -23%
APW
1246
Aurora Private Wealth
New Jersey
$266K +$2.07K +35 +0.8%
AI
1247
ArchPoint Investors
Florida
$264K
KWA
1248
Kellett Wealth Advisors
Ohio
$264K +$248K +4,200 New
GIA
1249
Gateway Investment Advisers
Ohio
$262K -$13.8K -233 -5%
CSIC
1250
Clifford Swan Investment Counsel
California
$262K +$236 +4 +0.1%

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.