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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
WWM
1251
Western Wealth Management
Colorado
$261K +$30.6K +519 +14%
IPW
1252
IronBridge Private Wealth
Texas
$261K
BP
1253
BWM Planning
Texas
$261K +$14.7K +249 +6%
PA
1254
Perennial Advisors
New York
$260K
RFA
1255
Resurgent Financial Advisors
Georgia
$260K -$7.03K -119 -3%
LFG
1256
Lockerman Financial Group
California
$259K
CC
1257
Cornerstone Capital
California
$259K
KI
1258
Keystone Investors
Singapore
$258K -$1.24M -21,025 -84%
AC
1259
Apella Capital
Connecticut
$258K +$7.26K +123 +3%
RIG
1260
RiverFront Investment Group
Virginia
$257K +$3.42K +58 +1%
DE
1261
Diversified Enterprises
Delaware
$257K +$2.3K +39 +1%
AAIS
1262
ABN AMRO Investment Solutions
$256K
KMWM
1263
Keudell/Morrison Wealth Management
Oregon
$256K -$14.1K -239 -6%
GI
1264
GLOBALT Investments
Georgia
$256K
AF
1265
Advisornet Financial
Minnesota
$256K -$28K -475 -10%
AWM
1266
Accel Wealth Management
Iowa
$255K +$413 +7 +0.2%
MWM
1267
MGB Wealth Management
Texas
$255K +$240K +4,060 New
PIFP
1268
Partners in Financial Planning
Virginia
$254K
PSFG
1269
Park Square Financial Group
Georgia
$253K +$2.01K +34 +0.9%
BB
1270
Busey Bank
Illinois
$252K -$15.3K -260 -6%
RT
1271
Rockland Trust
Massachusetts
$252K
BF
1272
bLong Financial
Tennessee
$252K -$14.8K -250 -6%
SFI
1273
SPC Financial Inc
Maryland
$252K +$37.7K +639 +19%
CWP
1274
Core Wealth Partners
California
$252K +$236K +4,004 New
CI
1275
Corient IA
Florida
$251K

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.