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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 %
BF
1251
bLong Financial
Tennessee
$252K -$15.7K -250 -6%
SFI
1252
SPC Financial Inc
Maryland
$252K +$40.1K +639 +19%
CWP
1253
Core Wealth Partners
California
$252K +$252K +4,004 New
CI
1254
Corient IA
Florida
$251K – – –
PWP
1255
Pursue Wealth Partners
California
$251K – – –
BPC
1256
Bearing Point Capital
Minnesota
$250K +$11.7K +186 +5%
EHWM
1257
Eads & Heald Wealth Management
Georgia
$250K -$64K -1,020 -20%
RC
1258
Roundview Capital
New Jersey
$250K +$250K +3,979 New
KFSC
1259
Keystone Financial Services (Colorado)
Colorado
$250K -$6.72K -107 -3%
HAIM
1260
Hunter Associates Investment Management
Pennsylvania
$248K +$13.8K +220 +6%
JE
1261
JMAC Enterprises
Pennsylvania
$248K +$248K +3,942 New
SMH
1262
Sanders Morris Harris
Texas
$247K +$247K +3,939 New
QFA
1263
Quantum Financial Advisors
California
$247K +$11.9K +190 +5%
EFSCE
1264
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$2.45K +39 +1%
UPS
1265
UHLMANN PRICE SECURITIES
Illinois
$244K -$57.2K -910 -19%
MAG
1266
Mayfair Advisory Group
Alabama
$244K -$5.67K -98 -2%
KCM
1267
Kathmere Capital Management
Pennsylvania
$242K +$242K +3,854 New
SWA
1268
SOA Wealth Advisors
New York
$242K +$174K +47,090 +257%
NRC
1269
New Republic Capital
North Carolina
$242K +$17.1K +272 +8%
MWM
1270
Meridian Wealth Management
Kentucky
$241K -$45.7K -728 -16%
WTC
1271
WhitTier Trust Company
Nevada
$241K -$440 -7 -0.2%
SG
1272
StoneX Group
New York
$241K -$29.8K -475 -11%
CCG
1273
Catalina Capital Group
California
$241K -$19.1K -304 -7%
HIC
1274
Holderness Investments Company
North Carolina
$240K -$50.2K -800 -17%
OAM
1275
Ostrum Asset Management
France
$239K -$6.91K -110 -3%
49 50
51
52 53