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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
PWP
1276
Pursue Wealth Partners
California
$251K
BPC
1277
Bearing Point Capital
Minnesota
$250K +$11K +186 +5%
EHWM
1278
Eads & Heald Wealth Management
Georgia
$250K -$60.2K -1,020 -20%
RC
1279
Roundview Capital
New Jersey
$250K +$235K +3,979 New
KFSC
1280
Keystone Financial Services (Colorado)
Colorado
$250K -$6.32K -107 -3%
HAIM
1281
Hunter Associates Investment Management
Pennsylvania
$248K +$13K +220 +6%
JE
1282
JMAC Enterprises
Pennsylvania
$248K +$233K +3,942 New
SMH
1283
Sanders Morris Harris
Texas
$247K +$233K +3,939 New
QFA
1284
Quantum Financial Advisors
California
$247K +$11.2K +190 +5%
EFSCE
1285
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$2.3K +39 +1%
MWM
1286
Manske Wealth Management
Texas
$245K +$10K +170 +5%
UPS
1287
UHLMANN PRICE SECURITIES
Illinois
$244K -$53.7K -910 -19%
MAG
1288
Mayfair Advisory Group
Alabama
$244K -$5.79K -98 -2%
KCM
1289
Kathmere Capital Management
Pennsylvania
$242K +$228K +3,854 New
SWA
1290
SOA Wealth Advisors
New York
$242K +$2.78M +47,090 +257%
NRC
1291
New Republic Capital
North Carolina
$242K +$16.1K +272 +8%
MWM
1292
Meridian Wealth Management
Kentucky
$241K -$43K -728 -16%
WTC
1293
WhitTier Trust Company
Nevada
$241K -$413 -7 -0.2%
SG
1294
StoneX Group
New York
$241K -$28K -475 -11%
CCG
1295
Catalina Capital Group
California
$241K -$17.9K -304 -7%
HIC
1296
Holderness Investments Company
North Carolina
$240K -$47.2K -800 -17%
OAM
1297
Ostrum Asset Management
France
$239K -$6.49K -110 -3%
DWM
1298
Drive Wealth Management
Utah
$239K +$4.55K +77 +2%
LSA
1299
Leonteq Securities AG
Switzerland
$238K -$12.8K -217 -5%
KA
1300
Kozak & Associates
Colorado
$238K +$1.89K +32 +0.8%

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.