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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
SWM
1251
Shepherd Wealth Management
Ohio
$230K -$10.1K -176 -4%
AIA
1252
AssuredPartners Investment Advisors
Florida
$230K +$220K +3,852 New
WTC
1253
WhitTier Trust Company
Nevada
$230K +$1.03K +18 +0.5%
BPC
1254
Bearing Point Capital
Minnesota
$227K
Nomura Holdings
1255
Nomura Holdings
Japan
$226K -$2.43M -42,530 -92%
AHL
1256
Abel Hall LLC
Louisiana
$224K +$214K +3,745 New
QFA
1257
Quantum Financial Advisors
California
$224K -$172 -3 -0.1%
OL
1258
Owen LaRue
Kentucky
$223K -$1.89K -33 -0.9%
HI
1259
Hudock Inc
Pennsylvania
$223K
MWM
1260
Manske Wealth Management
Texas
$223K -$12.8K -223 -6%
DWM
1261
Drive Wealth Management
Utah
$223K -$5.21K -91 -2%
SW
1262
Simplicity Wealth
New Jersey
$223K +$213K +3,729 New
AWA
1263
Aletheian Wealth Advisors
Washington
$222K +$213K +3,715 New
HAIM
1264
Hunter Associates Investment Management
Pennsylvania
$222K
SSWG
1265
Seven Springs Wealth Group
Tennessee
$222K +$212K +3,709 New
WPP
1266
Whalerock Point Partners
Rhode Island
$221K
SIA
1267
Schear Investment Advisers
Ohio
$221K
QWM
1268
Quadcap Wealth Management
Texas
$220K +$211K +3,689 New
CH
1269
Cromwell Holdings
Wyoming
$218K +$3.21K +56 +2%
WWM
1270
Western Wealth Management
Colorado
$218K +$209K +3,644 New
MECA
1271
Miller Equity Capital Advisors
Texas
$218K -$2.54M -44,400 -92%
OBWG
1272
Onyx Bridge Wealth Group
New York
$217K -$36.8K -643 -15%
AGC
1273
Aspen Grove Capital
Colorado
$217K -$8.13K -142 -4%
BSHC
1274
Breed's Hill Capital
Massachusetts
$216K +$207K +3,621 New
C
1275
Certuity
Florida
$216K -$58.6K -1,023 -22%

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.